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Financial Advisor Assistant

3 months ago

Ottawa, Canada Express Employment Professionals - Ottawa East Full time
Express Employment Professionals - Ottawa EastExpress Employment Professionals - Ottawa East

Our client, a wealth management firm that provides strategic financial and personal advice to successful individuals across Canada, is looking for an ambitious and outgoing Administrative Associate to join their team on a permanent basis.

Why work for this organization?

  • Health and dental benefits
  • Yearly performance bonuses
  • Team building / Social events
  • Centrally located in the heart of downtown
  • Financial and professional growth
  • Beautiful modern downtown office close to all amenities

Required skills and qualifications:

  • Minimum 1-2 years’ experience in a similar role
  • Previous banking and/or finance experience considered a strong asset
  • Post secondary education in a related field, such as finance, economics, accounting, or business administration
  • Securities License (Completion of the Canadian Securities Course – CSC)
  • Good knowledge of MS Word, Excel and Outlook
  • Ability to work independently/in a team
  • Ability to multitask
  • Exceptional organizational skills

Duties may include, but are not limited to:

  • Prepare and distribute all meeting materials
  • Input all the necessary data into the system
  • Assist the advisors and the overall operations
  • Balance and process expense reports
  • Greet clients - offer beverages, direct them to the boardroom
  • Handle incoming calls in a professional manner
  • File documents - both electronic and paper
  • Sort and distribute incoming mail
  • Other duties as assigned

Salary: $70,000 to $100,000 per year

Monday to Friday – 8:30am to 5:00pm

If you are interested and believe you meet the specified qualifications, please reply to this ad with your Resume.

We thank all applicants for their interest in Express Employment Professionals; however, only those candidates selected for interviews will be contacted.

Express Employment Professionals is an Equal Opportunity Employer.

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About Express Employment Professionals - Ottawa East

Express Employment Professionals - Ottawa East in Ottawa, Ontario, Canada

Express Employment Professionals - Ottawa East in Ottawa, Ontario, Canada

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