We are looking for a dedicated, organized, experienced and detail-oriented individual to join our growing financial planning office.
This is a temporary position with the opportunity to become permanent after a 3-month probationary period for the right candidate.
Key Responsibilities:

Compliance and administrative support
Reviewing and organizing client files
Preparing and processing paperwork
Following up with clients and insurance companies
Maintaining accurate records
General office administration and day-to-day operations

What We're Looking For:

Strong attention to detail
English speaking is must
Excellent organizational and communication skills
Comfortable using Microsoft Office and learning new software
Ability to work independently and as part of a team
Previous office, compliance, or financial services experience is an asset, but training will be provided to the right candidate

Location: Brampton, ON

Position: Full-time (Temporary with Permanent Opportunity)
If you are reliable, eager to learn, and looking for a long-term opportunity in a professional office environment, we would love to hear from you. Email your resume at kdhammu@sjfinancial.ca