Administrative & Client Service Assistant

Administrative & Client Service Assistant

Wage: $18.00 – $21.00/hour

Employment type:

Part Time

Hours:

20 hours per week

Part-Time Administrative & Client Service Assistant

Location:On-site, St. Thomas, ON
Position Type:Part-Time (In-office)
Industry:Investment / Financial Services

We are a well-established investment advisory practice in St. Thomas seeking a reliable, detail-oriented Part-Time Administrative & Client Service Assistant
. This role is ideal for someone who enjoys working with people, values confidentiality, and takes pride in staying organized and supporting a professional office environment.

You will play a key role in supporting day-to-day administrative operations while providing a high level of service to our clients.

Key Responsibilities:

• Answering phones and greeting clients in a professional and friendly manner
• Scheduling client meetings and managing calendars
• Preparing and processing paperwork related to client accounts
• Maintaining accurate client records and filing systems
• Assisting with client inquiries and follow-ups
• Supporting compliance-related documentation as required

What We Offer:

• Flexible part-time hours
• A professional, respectful, and supportive work environment
• Training provided for industry-specific tasks
• Opportunity to gain experience in the financial services industry

• Strong organizational and time-management skills
• Excellent verbal and written communication
• Professional demeanor and strong customer service skills
• Close attention to detail and accuracy
• Ability to handle sensitive and confidential information
• Proficiency with Microsoft Office (Word, Outlook, Excel)
• Previous administrative or customer service experience preferred
• Experience in financial services is an asset, but not required