Office Support Professional
3 weeks ago
We are seeking a motivated and detail-oriented individual who is passionate about helping people feel financially secure and achieve their goals.
Les Associés Blanchard-Séguin & Associates is the Orléans branch of IPC Investment Corporation, one of Canada’s fastest growing independent investment dealers. We offer high quality products and services to Canadians seeking customized strategies to their financial needs. As an Office Support Professional, you are an integral part of a collaborative and client-focused team, working closely with two Financial Advisors and an assistant to help deliver outstanding client service through a combination of relationship-building and time-management abilities.
By joining our team, you will receive comprehensive training with an experienced peer, and will continue be well supported by other staff at the branch as well as by a wide network of professionals at IPC head office.
**What We Offer**
- An inclusive and friendly atmosphere that values diverse perspectives, where everyone's contributions towards success is recognized
- The opportunity to learn about the financial services industry and make a meaningful impact in our clients’ lives
- Competitive pay based on experience
- On-site parking
- Three weeks paid holidays
- Health and dental benefits
**Responsibilities**:
- Process and follow-up on financial transactions and transfers;
- Manage incoming and outgoing phone calls with clients;
- Foster and support client relationships;
- Assist in maintaining compliance standards in client dealings and files;
- Prepare documents for client meetings;
- Perform general office duties.
**Qualifications**:
- Undergraduate degree, preferably in a related discipline, or relevant work experience in a similar role;
- Meticulous attention to detail;
- Strong organizational, time management and problem solving skills;
- Excellent oral and written communication skills;
- The ability to work independently and in a team environment;
- Ability to handle confidential information;
- Ability to manage multiple priorities in a deadline driven environment;
- Ability to identify opportunities to create efficiency;
- Bilingualism a strong asset
- Completion of Canadian Securities Course or Canadian Investment Funds Course an asset
**What You Need To Know**
Please note that this job description is not exhaustive, and additional duties may be assigned as needed.
**Salary**: $44,000.00-$55,000.00 per year
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
Schedule:
- 8 hour shift
- Monday to Friday
**Education**:
- AEC / DEP or Skilled Trade Certificate (preferred)
**Experience**:
- Financial services: 1 year (preferred)
- Attention to detail: 1 year (preferred)
**Language**:
- French (preferred)
Ability to Commute:
- Orléans, ON (required)
Ability to Relocate:
- Orléans, ON: Relocate before starting work (required)
Work Location: In person
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