Executive Assistant Financial Services

About this role

• Full job description **Job Posting - Executive Assistant** **Who we are and who we are looking for:** At MNK Financial Services, we've been helping individuals and families make confident financial decisions since 1988.
• Our reputation has been built on trusted relationships, exceptional service, and attention to detail.
• We are located in Mississauga, ON.
• We have a full-time, in-office role for an Executive Assistant who enjoys creating order behind the scenes so our advisors can focus on what they do best - helping clients achieve their financial goals.
• This isn't a receptionist position, and it isn't a typical administrative role.
• You'll become an essential member of our team, ensuring every client meeting is fully prepared, every document is accurate, and every client interaction reflects the professionalism our firm is known for.
• If you love organization, thrive on details, enjoy technology, and take pride in producing exceptional work, we'd love to meet you.
• **What you'll be responsible for:** You'll own many of the administrative functions that keep our practice running smoothly, including: * Preparing complete client meeting packages, reports, and presentations.
• * Coordinating advisor calendars and scheduling client appointments.
• * Preparing professional meeting notes and updating client records.
• * Processing investment and insurance documentation accurately and efficiently.
• * Preparing client correspondence and ensuring all documents are polished and professional.
• * Managing confidential client information with care and discretion.
• * Following up on outstanding administrative items to ensure nothing falls through the cracks.
• * Supporting the Advisor, Associate Advisor, and Operations Manager with day-to-day administrative operations.
• **What success looks like within your first year:** * Advisors walk into every client meeting fully prepared without needing to assemble files themselves.
• * Client meeting packages are consistently completed at least 2 weeks in advance.
• * Investment and insurance paperwork is processed accurately and on time.
• * Administrative tasks are completed proactively with minimal follow-up.
• * Clients receive prompt, professional, and attentive service throughout every interaction.
• * Your work helps the Advisor and Associate Advisor recover 10-15 hours each week to focus on serving clients.
• **What we're looking for:** **Required Experience** * 3-5 years of experience as an Executive Assistant, Administrative Assistant, or Client Service Associate.
• * Experience supporting multiple professionals while managing competing priorities.
• * Financial services experience is considered an asset but is not required.
• **Technical Skills** You should be comfortable using technology every day, including: * Microsoft Outlook, Word, Excel, and PowerPoint.
• * Intermediate Excel skills, including: * XLOOKUP * VLOOKUP * Working across multiple worksheets and workbooks * Basic formulas and data organization * PDF-XChange experience.
• * Customer relationship management (CRM) software experience.
• * We also value candidates who have enthusiasm for AI and emerging technologies, with a proactive approach to testing new tools and helping the team adopt more efficient ways of working.
• **The person who will thrive here:** * Notices details that others miss.
• * Takes ownership without waiting to be asked.
• * Enjoys creating organized systems.
• * Communicates professionally with clients and colleagues.
• * Produces work you're proud to put your name on.
• * Can manage multiple priorities while remaining calm and organized.
• **Why Join MNK Financial Services?** We're a close-knit team that values professionalism, collaboration, and doing what's right for our clients.
• Your work won't just support the business - it will directly improve the experience our clients receive every day.
• If you're looking for a career where your organizational skills, attention to detail, and commitment to excellence truly make a difference, we'd love to hear from you.
• **Compensation:** The annual salary for this role will be between $55,000 and $65,000 depending on experience and licensing.
• **To Apply:** Please submit your resume along with a brief cover letter explaining why you're interested in joining MNK Financial Services and what makes you a great fit for this role.
• We thank all applicants for their interest; however, only those selected for an interview will be contacted.
• Benefits: * Company events * On-site parking * Paid time off * Tuition reimbursement Application question(s): * Are you able to reliably commute to our offices Monday to Friday?
• * Do you now or might you in the future, require sponsorship to work in Canada?
• Education: * Bachelor's Degree (preferred) Experience: * Executive or Administrative Assistant: 3 years (required) * Investment or Life Insurance : 1 year (preferred) Language: * English (required) Work Location: In person Pay: $53,600.00 - $64,600.00 per year Benefits: * Paid time off People with a criminal record are encouraged to apply Work Location: In person

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