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Administrative Assistant - Jobs in Ottawa, ON

LeRoy Wealth Management Group at IPC Securities Corporation
Job LocationOttawa, ON
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

We are looking for an Administrative Assistant to join our leading independent, Canadian-owned and operated Sustainable Investing Advisory business. We are based out of our nations capital, Ottawa with a newly opened downtown Toronto location.This position will report to our Wealth Advisor. The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.Responsibilities

  • Data entry and updating client files
  • Ensure file organization based on office protocol
  • Initiating client account openings and transfers
  • Scheduling of client meetings
  • Assisting with client meeting preparation and follow-ups
  • Assisting with social media and marketing initiatives
  • Provide ad hoc support to the advisor as needed
Experience
  • Minimum of 1 year of industry experience in financial services or banking
Qualifications
  • Bachelors degree or equivalent experience
  • Canadian Securities Course (CSC) or IFIC Course Licensed (preferred)
  • Strong interpersonal, customer service and communication skills
  • Ability to multitask
  • Proficient in Microsoft Office suite, Word, PowerPoint, MS Bookings, and working knowledge of DocuSign.
Benefits
  • Work remotely
  • Casual dress
  • Flexible hours
  • Mentorship and ability to grow in a fast-pace and rewarding industry
We are looking for someone who is a proven clear thinker, well organized, efficient, innovative, productive and works well as a part of a team.Job Types: Part-time, Temporary, CasualContract length: 2 monthsPart-time hours: 6 per weekSalary: $17.00-$20.00 per hourQuick Apply
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