Administrative Assistant
3 months ago
**Job description**
**Administrative Assistant**
Financial Health Partners
Ottawa, ON
Full-time, Permanent
$42,500 - $47,500 a year
**NOTE** **Applicants who have been selected are required to successfully complete skillset assessments and interviews at the FHP office. Additionally, they will need to undergo a thorough criminal background check and reference verification process.
**Seize control of your career and shape your future**
**Key Responsibilities Include**:
- Process and execute investment and insurance transactions and paperwork accurately and thoroughly.
- Review and prepare documentation for financial (deposits, switches, transfers, redemptions, etc.) and non-financial (change of beneficiary, banking, address, name, etc.) change requests.
- Maintain client files, the CRM (contact management system), and other databases.
- Ensure client files are complete and compliant with all regulatory requirements.
- Collaborate closely with the team to provide client services, including welcoming clients and handling incoming calls.
- Foster and maintain client relationships, taking ownership of the client experience throughout the service cycle by resolving issues, identifying opportunities, and maintaining strong communication with clients and the advisory team.
- Build relationships with carrier contacts to facilitate smooth transaction processing.
**Skills and Qualifications**
- The ability to work with great accuracy in a high-volume and fast-paced work environment.
- Exceptional Microsoft Office skills, including proficiency in the Office Suite.
- Excellent written and oral communication skills, with the ability to convey clear and grammatically correct messages in a professional manner.
- Highly intuitive with the ability to adapt to different situations and adjust priorities if needed with little direction.
- Strong organizational skills with a focus on teamwork and team building.
- Proficient in managing processes, maintaining client relationships, and ensuring strong follow-up.
- Background in financial services (preferred but not mandatory).
**Experience Required**:
- Office Administration: 3 years
- Microsoft Office: 3 years
- Client Services: 3 years
- CRM Software: 3 years
- Financial Services: 3 years (preferred but not mandatory)
**Benefits**:
- Casual dress code
- On-site parking
- Extended health care
- Dental care
- Disability insurance
- Life insurance
- RRSP match
**Flexible Language Requirement**:
- French (preferred but not mandatory)
**Schedule**:
- 8-hour work day (8:30 am - 4:30 pm)
**Supplemental pay types**:
- Bonus pay
**Work Location**: In office
**Job Types**: Full-time, Permanent
**Salary**: $42,500.00-$47,500.00 per year
**Education**:
- Secondary School (preferred)
Work Location: In person
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