Foster & Associates is an independent, full-service investment dealer and family office based in Toronto. We serve high‑net‑worth individuals, entrepreneurs, multi‑generational families, and professionals across Canada. Our team offers tailored wealth management, discretionary portfolio services, family office, financial planning, and insurance solutions. Purpose of the Role The Administrative Assistant, Operations is essential to keeping the firm operations running smoothly and delivering an exceptional client experience. Working closely with leadership and advisors, you’ll manage operational, compliance, and administrative tasks that ensure smooth, efficient processes. What You'll Do Act as a primary contact for advisors and support staff with operational queries Monitor, triage, and track key communications and follow‑ups (NBIN, internal teams) Administer fee set‑ups and amendments Process documentation for account openings, updates estate settlements, and regulatory filings Support process improvements, advisor onboarding and transitions Participate in office organization and help create a welcoming, professional client‑facing environment Other assignments and projects aligned with firm needs, your strengths and interests What We’re Looking For Minimum 2 years’ administrative experience; financial services or wealth management experience is ideal Proficient in Microsoft 365 (Excel, Word, PowerPoint, SharePoint, Outlook) Keen analytical skills with great attention to detail Proven ability to prioritize competing demands Strong initiative and problem‑solving skills Reliable and collaborative team player Professional communication skills with a client‑focused, hospitable demeanor Legally eligible to work in Canada without sponsorship Canadian Securities Course (CSC) and/or Conduct and Practices Handbook (CPH) credentials are assets Where You’ll Work Toronto, ON. We offer hybrid work options, prioritizing early in‑person team collaboration to build connections and support. Compensation and Benefits Base salary ranges from $60,000 to $70,000, based on experience and qualifications We offer a comprehensive benefits package including a Health Spending Account (HSA) We champion our professional development and encourage growth‑aligned opportunities Discretionary performance bonuses A dog‑friendly office What’s Next We look forward to hearing from you! Please send your cover letter and resume to Candace Brereton at All applications are confidential. We will contact only selected candidates for interviews. Kindly, no calls or unsolicited resumes from agencies. Employment is contingent on successful background and reference checks. Foster & Associates is committed to inclusion and considers all qualified applicants. Please advise us in advance of any accommodations needed during recruitment or interviews—we’re ready to support you. #J-18808-Ljbffr
A financial services firm in Toronto is seeking an Administrative Assistant to support operations and deliver exceptional client experiences. This role involves managing administrative tasks, processing documentation, and facilitating communication between advisors. The ideal candidate has 2+ years of administrative experience, proficiency in Microsoft 365, and strong problem-solving skills. The base salary is competitive, with a comprehensive benefits package and hybrid work options.
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