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Office Service Associate Jobs in Ontario (NOW HIRING)

Optimize Financial Group

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Financial Services Associate

Toronto, ON · On-site

We are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and ...

Akkodis

Private Client Associate

Toronto, ON · Hybrid

... Middle Office team, you will provide specialized administrative support for accounts managed on ... Service Associates and Portfolio Managers on client requests. • Maintain client document archives ...

Walmart

CA$18.55/hr

Working as an Office Support Associate at Walmart Canada is a great opportunity to build valuable skills in retail operations and customer service. In this role, you support store success by ...

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Office Service Associate information

What is the difference between Office Service Associate vs Receptionist?

AspectOffice Service AssociateReceptionist
CredentialsHigh school diploma or equivalent; some roles may require certifications in office administrationHigh school diploma or equivalent
Work EnvironmentOffice settings, supporting administrative and clerical tasksFront desk, greeting visitors, answering calls
Employer & IndustryCorporate offices, healthcare, legal firmsCorporate offices, hotels, medical clinics
Common TasksManaging mail, office supplies, basic administrative supportWelcoming visitors, answering phones, scheduling appointments

The Office Service Associate and Receptionist roles both operate in office environments and require similar educational backgrounds. However, Office Service Associates typically handle broader administrative support tasks, while Receptionists focus on front-desk duties like greeting visitors and managing calls. Both roles are essential for smooth office operations and are often found in similar industries.

What does an office service associate do?

An office service associate performs administrative and clerical tasks such as managing correspondence, organizing files, greeting visitors, and supporting daily office operations. They often use office equipment like copiers and computers and may handle scheduling and supply management to ensure smooth office functioning.

What are the most commonly searched types of Office Service jobs in Ontario?

The most popular types of Office Service jobs in Ontario are:

Office Service Associate jobs near you
Infographic showing various Office Service Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

Financial Services Associate

Optimize Financial Group

Toronto, ON • On-site

Full-time

Re-posted 12 days ago

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Job description

Optimize Financial Group is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.


We are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and investment account types. We are looking for people who are driven, committed and who are passionate about what they do. You need to be extremely detail oriented and organized.


As a member of the Financial Services Team, your role would entail:

  • Assisting the Tax Department through the compilation of necessary documentation required for the Tax team to effectively complete routine tax returns
  • Assisting the Will and Estate Department through the compilation of necessary documentation required for the Will and Estate Department team to effectively complete routine Will and Estate plans
  • Assisting the Financial Planning Department through the compilation of necessary information required for the Financial Plan team to effectively complete financial plans
  • Assisting the Insurance Department through the compilation of necessary information required for the Insurance team to effectively provide quotes to clients who are interested in insurance product offerings
  • Reviewing and validating new account documentation
  • Evaluating information gathered from multiple sources ensuring consistency
  • Following up and reporting on missing documentation/information


Job Requirements:

Must-have:

  • A minimum of 2 years of applicable experience
  • Excellent attention to detail
  • Knowledge of various investment types and investment accounts
  • Ability to prioritize tasks and work accurately under pressure
  • Ability to work in person full-time

Nice-to-have:

  • Completion or working towards the completion of the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation


Use of Artificial Intelligence in Recruitment

As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.