Administrative Assistant
VSF Partners is a growing financial advising firm working with families and entrepreneurs on insurance, investments, tax, retirement, and estate strategies.
We are seeking an administrative professional who values doing it right: complete files, requests handled promptly, and nothing left to fall through the cracks.
Our client base continues to grow, and we are expanding the team to match it.
This role is probably for you if
- You take pride in a file being right. Complete paperwork, nothing missing, nothing left for later.
- You can keep several live files moving at once, and you notice when something is about to slip.
- You like making things run more smoothly, and you speak up when a process could be better.
- You enjoy working in a small office with like-minded, dedicated people.
What you’ll do
- Handle client service requests, account administration, and insurance and investment transactions.
- Provide administrative support to our head advisor.
- Prepare files and documents for client meetings, and keep the follow-up on track.
- Help us sharpen our internal processes, tools, and client communications as we grow.
What we’re looking for
- Administrative experience, ideally in insurance, investments, banking, or financial services. Financial-services experience is genuinely valued here.
- Fluent in English and French
- Comfortable in Outlook and Excel, and unbothered by learning new systems
- Organized and thorough enough to hold several live files at once without dropping any
- Able to work independently, but happy to be part of a team
What we offer
- Close work alongside experienced advisors, who will show you how we work
- A collaborative office where the work is the point
- Real room to grow as the firm grows
How to apply
Send us your CV and a cover letter.
Email your application, with the job title in the subject line. Our address is on the Contact page, behind a quick question that keeps out automated harvesters.