Job Opportunity Details: Operations Administrative Assistant

About Foster & Associates

Foster & Associates is an independent, full-service investment dealer and family office based in Toronto. We serve high-net-worth individuals, entrepreneurs, multi-generational families, and professionals across Canada. Our team offers tailored wealth management, discretionary portfolio services, family office, financial planning, and insurance solutions.

\What sets us apart? We’re a small, collaborative team driven by trust, professionalism, and integrity. We hold high standards and foster a warm, adaptable culture focused on long-term success.

Purpose of the Role

The Administrative Assistant, Operations is essential to keeping the firm operations running smoothly and delivering an exceptional client experience. Working closely with leadership and advisors, you’ll manage operational, compliance, and administrative tasks that ensure smooth, efficient processes. If you enjoy problem-solving and thrive on varied, meaningful work, keep reading!

What You’ll Do

Act as a primary contact for advisors and support staff with operational queries
Monitor, triage, and track key communications and follow-ups (NBIN, internal teams)
Administer fee setups and amendments
Process documentation for account openings, updates estate settlements, and regulatory filings
Support process improvements, advisor onboarding and transitions
Participate in office organization and help create a welcoming, professional client-facing environment
Other assignments and projects aligned with firm needs, your strengths and interests

What We’re Looking For

Minimum 2 years’ administrative experience; financial services or wealth management experience is ideal
Proficient in Microsoft 365 (Excel, Word, PowerPoint, SharePoint, Outlook)
Experience with financial or operational systems is a plus
Keen analytical skills with great attention to detail
Proven ability to prioritize competing demands
Strong initiative and problem-solving skills
Reliable and collaborative team player
Professional communication skills with a client-focused, hospitable demeanor
Legally eligible to work in Canada without sponsorship.
Canadian Securities Course (CSC) and/or Conduct and Practices Handbook (CPH) credentials are assets

Where You’ll Work

Toronto, ON. We offer hybrid work options, prioritizing early in-person team collaboration to build connections and support

Compensation and Benefits

Base salary ranges from $60,000 to $70,000, based on experience and qualifications
We offer a comprehensive benefits package including a Health Spending Account (HSA)
We support professional development and encourage growth-aligned opportunities
Discretionary performance bonuses
A dog-friendly office

What’s Next

We look forward to hearing from you! Please send your cover letter and resume to Candace Brereton at cbrereton@fostergroup.ca.

All applications are confidential. We will contact only selected candidates for interviews. Kindly, no calls or unsolicited resumes from agencies.

Employment is contingent on successful background and reference checks.

Foster & Associates is committed to inclusion and considers all qualified applicants. Please advise us in advance of any accommodations needed during recruitment or interviews—we’re ready to support you.