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Junior Data Analyst - Jobs in Barrie, ON

Simcoe Building Centre
Job LocationBarrie, ON
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Job description Provide a wide variety of administrative and staff support services to a manager or group of managers within an assigned functional area. May assist in training others. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility.Responsibilities

  • Enter/process client-specific data and portfolio holdings into firm propriety software
  • Assist with an initial analysis of prospective client statements
  • Create and prepare customized presentations for specific advisor and client meetings
  • Print and bind client presentations
  • Develop relationships with sales investment consultants
  • Perform clerical and support tasks
  • Maintain defined quality standards and expectations
  • Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments
  • Resolves most questions and problems and refers new or unusual issues to a higher level
  • Routine contact with internal and external customers is required to obtain, clarify, or provide facts and information
  • May communicate information to internal or external customers to sell or service products
Qualification:
  • 1-3 Years Experience – Intermediate level concepts, principles, and practices of providing administrative support
  • Fundamental investment concepts, practices, and procedures used in the securities industry. Basic principles of banking, finance, and securities industry operations
  • Intermediate-level terminology of financial markets and products
  • Performing a range of staff and/or operational support activities for a manager or group of managers
  • Answering telephones and assisting visitors. Prepare, transcribe, compose, type, editing correspondence, agendas and minutes, and other documents
  • Scheduling and coordinating meetings, events, interviews, and appointments
  • Preparing reports
  • Gathering and analyzing basic information. Establishing and maintaining files, databases, and other records
  • Performing routine analysis and calculations involved in preparing reports
  • Sorting, screening, and distributing mail
  • Operating standard office equipment and using required software applications
  • Maintain currency in modern office management methods and techniques
  • Read, comprehend, and apply business-related information
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Communicate effectively, both orally and in writing
  • Work collaboratively within a team environment.
Job Type: Full-timeSalary: $44,296.38-$61,925.37 per yearBenefits:
  • Dental care
  • Disability insurance
  • Employee stock purchase plan
  • On-site parking
  • RRSP match
  • VRSP
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus pay
  • Commission pay
Ability to commute/relocate:
  • Barrie, ON L4M 4T2: reliably commute or plan to relocate before starting work (required)
Education:
  • Secondary School (preferred)
Work Location: One locationQuick Apply
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