Office Administrator / Bookkeeper

Job description

About the Company:

Ross Taylor Financial Corporation is an independent financial services firm that offers financial advice, products and services to individuals and families. Our area of expertise is in financial planning, investments and insurance. We are located in Niagara Falls, Ontario.

Career Opportunity:

Ross Taylor Financial Corporation is currently seeking an experienced Office Administrator / Bookkeeperto join our team. This role involves assisting the advisor and working as part of a team to prepare materials for client meetings, process account transactions, provide customer service and perform various administrative duties. Meticulous attention to detail is required and a proficiency in math is essential. Must have a pleasant telephone manner and excellent interpersonal skills. This is a permanent, full-time position with group medical benefits offered.

Key Responsibilities:

· Provide customer service to clients by email, phone and in person, in a professional manner.

· Prepare client documents and files for client meetings.

· Process investment transactions (deposits, switches, redemptions etc.) and submit paperwork and documents as required.

· Process life insurance business and submit paperwork as required.

· Order entry and tracking of trades.

· Maintain and organize client files.

· Input data into databases, spreadsheets and financial planning software.

· Maintain comprehensive records in contact management system.

· Must adhere to compliance rules and regulations.

· Perform additional administrative duties as required.

Experience and Education:

· University degree or College diploma in related field.

· Mutual Fund Licensed or working towards licensing required.

· LLQP Life Licensed is an asset.

· 2-3 years’ experience in the financial services industry.

· Experience in customer service.

· Experience with Microsoft programs such as Word, Excel, Outlook.

· Aptitude for learning new technology.

· Knowledge and experience in bookkeeping or taxes is an asset.

Skills and Abilities:

· Self-starter and independent worker able to manage multiple priorities and demands

· Proficient in math

· Exceptional interpersonal skills

· Excellent time management and organization skills to effectively respond to multiple priorities/deadlines in a fast-paced environment

· Excellent verbal and written communication skills

· Ability to adapt to continuous change

Office Hours:

Monday to Friday, 8:30 am to 4:30 pm.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Job Type: Full-time

Salary: $24.00-$28.00 per hour

Expected hours: 37.5 per week

Benefits:

• Dental care
• Disability insurance
• Extended health care
• Life insurance
• On-site parking
• RRSP match

Flexible Language Requirement:

• French not required

Schedule:

• Day shift
• Monday to Friday

Education:

• DCS / DEC (required)

Licence/Certification:

• MFDA (preferred)

Work Location: In person