Executive Assistant / Administrative Assistant (Financial Services) Job in Markham, ON at The Pitch Financial Group –

Mutual fund and life insurance executive assistant position in Markham.

Why Work For Us

  • Flexible hours
  • Bonus pay based on corporate performance
  • Work life balance
  • Collaborative work environment
  • Opportunity for growth within the Insurance and Finance industry

Specific Responsibilities

  • Processing mutual fund transactions
  • Processing insurance transactions
  • Assisting with digital meetings
  • Record keeping
  • Client communication

Knowledge Skills And Attributes Required

  • Previous experience with Winfund and Fundserv is an asset
  • Previous experience with life, disability and critical illness insurance an asset
  • Strong organizational and effective time management skills required
  • Ability to learn quickly in a fast-paced environment with minimal supervision
  • Accuracy and attention to detail in tasks
  • Excellent telephone manner, previous reception experience an asset
  • Proficiency in MS Windows – MS Office, MS Excel and MS Word, Adobe Acrobat/Reader, and Zoom
  • Ability to communicate well internally and externally in English

Job Type: Full-time

Salary: $40,000.00-$45,000.00 per year


  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

Work Location: In person

About the Company

Company: The Pitch Financial Group –

Company Location:  Markham, ON

Estimated Salary: