Financial Services Administrative Assistant

Job Type: Full-time or Part-time (Minimum 2 days in-house office work)

About Us:

Join the esteemed team at Investment Planning Counsel in Ottawa, dedicated to delivering exceptional financial planning and investment services. We are currently seeking a dynamic and detail-oriented Administrative Assistant to provide crucial support to our advisor and contribute to the success of our clients.

Responsibilities:

• Work closely with the financial advisor to ensure smooth day-to-day operations.
• Provide administrative support, including document preparation and file management.
• Assist in coordinating client meetings and managing the advisor's schedule.
• Handle client inquiries and maintain a high level of client satisfaction.
• Administer tasks related to investment and insurance processes.
• Ensure accuracy and efficiency in data movement and record-keeping.

Qualifications:

• Previous administrative experience, preferably in a financial setting.
• Worked with contact management system, fund serve, Adobe and Docusign
• Basic understanding of financial terms and investment strategies.
• Excellent communication skills, both written and verbal.
• Proficient in Microsoft Office Suite and relevant software.
• Customer-focused approach with strong organizational skills.
• Ability to work collaboratively in a fast-paced environment.

Job Types: Full-time, Part-time

Salary: $16.55-$30.15 per hour

Expected hours: 20 – 35 per week

Benefits:

• Casual dress
• Dental care
• Extended health care
• Flexible schedule
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Day shift
• Monday to Friday
• Morning shift

Education:

• Secondary School (preferred)

Experience:

• Customer service: 1 year (preferred)
• Administrative experience: 1 year (preferred)

Ability to Commute:

• Nepean, ON K2E 8B1 (required)

Ability to Relocate:

• Nepean, ON K2E 8B1: Relocate before starting work (required)

Work Location: Hybrid remote in Nepean, ON K2E 8B1