Hiring For Administrative Assistant
Beacon Financial Solutions Inc. Verified employer
Actively hiring · Posted 3d ago · JEV2609C1D7E094DC
Job description
Job Description:Beacon Financial Solutions Inc. is a Canadian financial planning and immigration consulting practice based in Oakville, Ontario, seeking a detail-oriented Administrative Assistant to support our advisory and client services team remotely.Responsibilities:Manage calendars, schedule client meetings, and coordinate across time zonesHandle inbound/outbound correspondence (email, calls) with clients and partnersPrepare, format, and proofread client documents, letters, and reportsMaintain and update client files and CRM records with accuracy and confidentialityProcess and track document submissions (forms, applications, statements)Support onboarding of new clients - intake forms, document collection, follow-upsCoordinate with external parties (banks, government offices, service providers) on client mattersOrganize digital filing systems and ensure compliance with data retention practicesAssist with meeting preparation, minutes, and task follow-throughHandle general ad-hoc administrative requests from the advisory teamRequirements:Excellent written and spoken EnglishStrong organizational skills and attention to detailComfortable working Canadian business hours (or overlapping hours)Proficiency with Microsoft Office/Google Workspace; CRM experience a plusPrior experience supporting a financial services, legal, or immigration firm preferredHigh degree of discretion handling sensitive personal and financial informationBenefits:Work from homeWork Location: RemoteExperienceFresherNo. of Openings1EducationGraduateRoleAdministrative AssistantIndustry TypeAccounting / FinanceGender[ Male / Female ]Job CountryIndiaType of JobFull TimeWork Location TypeWork from Home
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