Administrative Assistant-Wealth Management

Wealth Your Way (WYW) through Aviso Insurance Inc. in partnership with Your Neighbourhood Credit Union, is seeking a highly organized, motivated, and client-focused Administrative Assistant to join our growing Wealth Management practice in Uptown Waterloo. This is an exciting opportunity for a detail-oriented professional who thrives in a collaborative, fast-paced environment and takes pride in delivering outstanding client experiences. What You’ll Be Doing As an integral member of our Financial Planning team, you will play a key role in supporting daily operations, strengthening client relationships, ensuring regulatory compliance and contributing to the continued growth and success of our practice. Transactional Support * Process investment trades, new account applications, transfers, and other client account transactions accurately and efficiently. * Provide comprehensive administrative and operational support to Financial Planners. * Reconcile trust accounts and maintain accurate financial and transactional records. * Ensure timely completion of all documentation, account maintenance, and client service requests. Client Relationship Management * Deliver an exceptional client experience by responding professionally and promptly to inquiries and service requests. * Coordinate and schedule client meetings, annual portfolio reviews, and follow-up appointments. * Proactively contact clients to arrange annual reviews, obtain outstanding documentation, and support ongoing relationship management. * Maintain accurate, complete, and up-to-date client records and files. * Build strong, trusted relationships with clients through consistent communication, professionalism, and attention to detail Compliance & Operational Excellence * Ensure all administrative activities and client transactions adhere to applicable regulatory requirements, internal policies, and established compliance protocols. * Maintain organized, audit-ready client files and documentation. * Support the Financial Planning team in meeting operational standards and regulatory obligations. * Identify opportunities to improve administrative processes, enhance efficiencies, and elevate the overall client experience. Team Collaboration & Practice Growth * Work collaboratively with Financial Planners and team members to ensure seamless day-to-day office operations. * Participate in administrative activities and initiatives that support the overall success of the practice. * Actively promote Wealth Your Way and its financial planning services across the YNCU enterprise. * Foster strong working relationships with internal partners and stakeholders to support client referrals and business growth. * Contribute to a positive, professional, and high-performing team environment. **Nature and Purpose of Contacts and Relationships:** **Internal:** * Establishes and maintains effective communication and cooperation with Aviso Representatives, Sales Development Ma