Office Administrative Assistant - Financial Services

Job Title: Administrative Assistant – Financial ServicesWork Location: Kitchener, ON (in office)Company: Deverall, Calma and AssociatesEmployment Type: Full-time (In-Office)Compensation: Salary range of 37,000 – 50,000 + benefits (commensurate with experience)Work Hours: 8:30am – 4:30pm Monday to FridayAbout Us:At Deverall, Calma and Associates, we provide personalized financial guidance to help clients build lasting wealth and achieve their long-term goals. As a dedicated branch within a leading financial services network, our focus is on exceptional client service, ethical practices, and continuous professional growth.We are currently seeking a detail-oriented and reliable Administrative Assistant to join our Kitchener office. This role is ideal for someone who is organized, professional, and looking to grow within the financial services industry.Key Responsibilities:·        Provide daily administrative support to financial advisors and branch operations·        Prepare, process, and track investment applications and documentation·        Handle client inquiries and follow-ups in a timely and professional manner·        Maintain accurate records and ensure compliance with regulatory requirements·        Assist with client onboarding, file management, and internal reporting·        Schedule appointments, prepare meeting materials, and support client communications·        Help maintain and update CRM systems and internal databasesMinimum Qualifications:·        1–3 years of experience in an administrative role·        Strong attention to detail and organizational skills·        Excellent interpersonal and communication abilities·        Proficiency with Microsoft Office (Outlook, Excel, Word)·        Ability to manage multiple tasks and prioritize effectively in a fast-paced environmentPreferred Qualifications:·        Experience within the financial services·        Experience using Salesforce·        Mutual Fund License (e.g., Canadian Investment Funds Course - CIFC or equivalent) at time of hire or recommended to obtain within 6 months from time of hire (licensing support will be provided)What We Offer:·        A professional, supportive team environment·        No weekend or evening hours·        Opportunities for growth within the financial services field·        Ongoing training and licensing support·        Competitive salary, group benefits, and employee incentivesJob Type: Full-timeAdditional pay:Bonus payBenefits:Company eventsDental careExtended health careOn-site parkingPaid time offRRSP matchVision careSchedule:Monday to FridayWork Location: In person, KitchenerHow to Apply:Please send your resume and a brief cover letter to raneem.a.habash@sunlife.com with the subject line:Administrative Assistant Application – Deverall, Calma and Associates