Financial Administrator (Barrie)

Position and Location

Administrative Assistant , located in Barrie, ON.

Compensation & Benefits

Part‑Time Option:

• $34,000 – $38,000 annually
• Monday to Friday, 10:00 AM – 4:00 PM
• Half‑hour paid lunch
• Salary based on experience

Full‑Time Option:

• $45,000 – $50,000 annually
• Monday to Friday, 9:00 AM – 5:00 PM
• One‑hour paid lunch
• Salary based on experience

Additional Benefits

• Paid sick and personal days
• 3 weeks paid vacation to start

Key Responsibilities

• Process post‑meeting administrative tasks including opening accounts, placing trades, setting up PACs and AWDs, and completing T2033 transfers
• Securely upload client documentation to Head Office and CRM systems
• Create and maintain accurate client files and records
• Follow up on transactions to ensure timely and accurate com...