Opportunity Description
Our client a well-established wealth management firm located in the Niagara Ontario region has partnered with St Amour Ontario to hire an Executive Assistant who will report directly to the owner.
About the Role
This role will play a key role in supporting advisors through client service, account management, and administrative excellence. If you are detail-oriented, highly organized, and thrive in a fast-paced financial services environment.
Key Accountabilities
Client Support
• Act as the first point of contact for clients — answering questions and addressing service needs
• Assist with account maintenance: updating client information, processing requests, executing transactions
• Schedule and coordinate client meetings, preparing necessary documentation and reports
• Respond promptly to client inquiries via phone, email, or in-person
Administrative Tasks
• Ma...
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