Hiring For Administrative Assistant

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 zones

Handle inbound/outbound correspondence (email, calls) with clients and partners

Prepare, format, and proofread client documents, letters, and reports

Maintain and update client files and CRM records with accuracy and confidentiality

Process and track document submissions (forms, applications, statements)

Support onboarding of new clients - intake forms, document collection, follow-ups

Coordinate with external parties (banks, government offices, service providers) on client matters

Organize digital filing systems and ensure compliance with data retention practices

Assist with meeting preparation, minutes, and task follow-through

Handle general ad-hoc administrative requests from the advisory team

Requirements:

Excellent written and spoken English

Strong organizational skills and attention to detail

Comfortable working Canadian business hours (or overlapping hours)

Proficiency with Microsoft Office/Google Workspace; CRM experience a plus

Prior experience supporting a financial services, legal, or immigration firm preferred

High degree of discretion handling sensitive personal and financial information

Benefits:

Work from home

Work Location: Remote

• Experience

  Fresher

• No. of Openings

  1

• Education

  Graduate

• Role

  Administrative Assistant

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home