Administrative Assistant

Objective Financial Partners Inc. - Markham, ON

We are looking for a dependable, detail oriented, and organized Administrative Assistant to join our team. The ability to work independently and multi-task are essential in this position. The ideal candidate for this job is resourceful, a good problem solver, organized, and has the ability to be extremely productive working independently from home. Financial industry and/or general accounting and tax knowledge is an asset.

Responsibilities and duties

  • Answer incoming calls and emails, prepare correspondence for new and potential clients
  • Liaising with new potential clients as well as our current clients
  • Updating our CRM (Equisoft Connect)
  • Provide administrative support to financial planners
  • Conduct general business errands including mail pick up and scanning of documents at our Markham office
  • Maintain social media accounts and website
  • Light bookkeeping duties
  • Prioritize and multi-task to meet various deadlines
  • Assist with ongoing projects


  • Experience in an administrative capacity
  • Experience in the financial industry and/or general accounting and tax knowledge in an administrative role would be an asset
  • Experience with QuickBooks would be an asset
  • Strong computer skills, and proficiency in standard applications (PowerPoint, Excel, Outlook, and Word) and working in a CRM (Equisoft Connect)
  • Experience with social media platforms
  • Ability to analyze and revise operating practices to improve efficiency
  • Exceptional communication skills
  • Superior organization skills and dedication to completing projects in a timely manner

Application deadline: 2021-12-06

Expected start date: 2022-01-04

Job Types: Full-time, Permanent

Salary: $22.00-$25.00 per hour


  • Work from home


  • Monday to Friday


  • Customer service: 5 years (preferred)
  • administrative assistant: 10 years (required)

Work remotely:

  • Yes
Attention - In the recruitment process, legitimate companies never withdraw fees from candidates. If there are companies that attract interview fees, tests, ticket reservations, etc. it is better to avoid it because there are indications of fraud. If you see something suspicious please contact us: [email protected]