![The RaeLipskie Partnership](https://media.trabajo.org/img/noimg.jpg)
Back Office Administrator
4 weeks ago
**The RaeLipskie Partnership** is an investment wealth management firms in southwestern Ontario. We create and manage tailor-made portfolios of stocks and bonds with the emphasis on achieving our clients’ investment objectives. We strongly believe in a customer-first approach; we listen and put our experience to work for our clients. We have been providing industry leading service for the Kitchener-Waterloo, Burlington, and southwestern Ontario areas for 30 years.
**Position Summary**:
- Co-ordinate and generate quarterly client reporting and annual tax reporting.
- Assist with daily transaction data downloads, and reconciliation.
- Process back-office administration tasks including client, portfolio, and account updates.
- Monitor, analyze and process corporate actions.
- Monitor, analyze and resolve data integrity issues.
- Liaise with third party system provider and manage system enhancements, updates and defect fixes.
- Execute equity, fixed income, and pooled fund trade orders.
- Work cohesively as an intricate part of the existing administrative team in conjunction with our team of portfolio and wealth management advisors.
**Qualifications**:
- Must have strong data management capabilities.
- Strong computer skills. Proficient in Microsoft Excel, Outlook, Word.
- Experienced in using a portfolio management program and understanding client portfolios and reporting.
- Understanding of Canadian investment products, taxation, stocks, bonds and mutual funds. Successful completion of the Canadian Securities course will be an asset.
- Positive, proactive client service attitude.
- Excellent analysis and problem-solving skills.
- Professional appearance and demeanour, strong administrative,, and customer-relations skills.
- Self-starter able to work independently with mínimal supervision with excellent time-management skills.
- Strong work ethic, exceptional organizational & time management skills are an asset.
- Flexible team member with the ability to work in a fast-paced professional, pleasant environment.
Rae & Lipskie Investment Counsel Inc.
20 Erb Street West, Suite 201 Waterloo, Ontario N2L 1T2
**Job Types**: Full-time, Permanent
**Salary**: $43,250.00-$46,750.00 per year
**Benefits**:
- Dental care
- Extended health care
- Life insurance
- RRSP match
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Waterloo, ON: reliably commute or plan to relocate before starting work (required)
**Language**:
- English (required)
Work Location: One location
Expected start date: 2023-01-02
-
Administration Position
2 months ago
Waterloo, Canada Back Works Spinal & Sports Rehabilitation Full time**Requirements**: - English speaking and written fluency - Computer experience and proficiency **Responsibilities**: - Greet and welcome guests as soon as they arrive in a friendly manor - Direct visitors appropriately - Book patient appointments in the clinic EMR software - Process billing and payments for services rendered - Answer, screen and forward...
-
Office Administrative Assistant
7 days ago
Waterloo, Canada MarshallZehr Full time**Office Administrative Assistant** **Who is MarshallZehr?** **MarshallZehr Group Inc (“MZ”)** provides customized construction and development financial solutions for high-performing real estate developers. Since 2008, MarshallZehr has grown to become one of Canada’s most trusted real estate capital partners. We add value beyond capital - our...
-
Office Administrator
1 week ago
Waterloo, Canada CCW Inc. Architectural Millwork Casework Full timeAre you a self-starter and detail-oriented individual with an aptitude for exceptional organizational and administrative skills? We are currently hiring for an Office Administrator who displays excellent office management capabilities. This position is a full-time, one-year Maternity Leave contract with the possibility for continued employment at the...
-
Office Administrator
1 week ago
Waterloo, Canada Hongyan Precision Manufacturing Limited Full timeAn Office Administrator ensures employees have the proper support to work efficiently. Office Administrators work in the background to ensure the workplace runs smoothly. Their day-to-day job typically revolves around various clerical tasks, including bookkeeping, organizing files, and processing payroll. In addition to answering the phone and coordinating...
-
Office Administrator
3 weeks ago
Waterloo, Canada Hongyan Precision Manufacturing Limited Full timeAn Office Administrator ensures employees have the proper support to work efficiently. Office Administrators work in the background to ensure the workplace runs smoothly. Their day-to-day job typically revolves around various clerical tasks, including bookkeeping, organizing files, and processing payroll. In addition to answering the phone and coordinating...
-
Administrative Officer
2 months ago
Waterloo, Canada University of Waterloo Full timeOverview: The Administrative Officer is responsible for the effective management of all aspects of the Department of Recreation and Leisure Studies (RLS) within the framework of the University, Faculty and Department policies. The Administrative Officer reports directly to the Chair and is a resource to the Chair and the Associate Chairs, providing...
-
Office Administrator
4 weeks ago
Kitchener-Waterloo, Canada LP Landscape Plus Inc. Full timePOSITION TITLE: Office Administrator! Are you a self-driven, organized, team oriented, Office Administer that loves residential and commercial renovations?! Do you thrive in a fast paced, ever changing work environment and have a track record of getting results through planning and execution?! Would you like to join a rock star team that values honesty,...
-
Office Administrator
5 days ago
Waterloo, Canada RMW Exteriors Full time**Essential Duties and Responsibilities** - Take detailed and accurate meeting minutes - Maintain the administrative operating system (CRM software) - Data entry (sales figures, new jobs, leads progress etc.) - General office management such as ordering office supplies - Plan and organize events such as fundraisers, sporting tournaments, and appreciation...
-
Administrative Officer
4 weeks ago
Waterloo, Canada University of Waterloo Full timeOverview The Administrative Officer is responsible for the effective management of all aspects of the Department of Recreation and Leisure Studies (RLS) within the framework of the University, Faculty and Department policies. The Administrative Officer reports directly to the Chair and is a resource to the Chair and the Associate Chairs, providing...
-
Administrative Officer
3 weeks ago
Waterloo, Canada University of Waterloo Full timeOverview The Administrative Officer is responsible for the effective management of all aspects of the Department of Recreation and Leisure Studies (RLS) within the framework of the University, Faculty and Department policies. The Administrative Officer reports directly to the Chair and is a resource to the Chair and the Associate Chairs, providing...
-
Administration Officer
2 months ago
Waterloo, Canada Affinity Real Estate Inc Full timeEducation: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years **Work setting**: - Private sector **Tasks**: - Review, evaluate and implement new administrative procedures - Delegate work to office support staff - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out...
-
Administrative Officer
1 week ago
Waterloo, Canada Medusa Shisha Bar and Lounge Full timeEducation: Secondary (high) school graduation certificate - Experience: Experience an asset **Tasks**: - Review and evaluate new administrative procedures - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities of establishment - Administer policies and procedures related to the release of...
-
Office Administrator
3 weeks ago
Waterloo, Canada Crystal Clear Water Centres Full time_**Crystal Clear Water Centres is a leading provider of water treatment and purification equipment in the Tri-City area since 1985. **_ We are currently seeking a part-time Office Administrator. This individual must be able to multi-task, do a variety of job functions throughout the day and be comfortable working in a small office environment. Reporting...
-
Administrative Officer
4 weeks ago
Waterloo, Canada A-CLASS INC. Full timeEducation: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Review and evaluate new administrative procedures - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities of establishment - Co-ordinate and plan for office services such as...
-
Administrative Officer
2 weeks ago
Waterloo, Canada A-CLASS INC. Full timeEducation: Secondary (high) school graduation certificate - Experience: 1 to less than 7 months **Tasks**: - Review, evaluate and implement new administrative procedures - Establish work priorities and ensure procedures are followed and deadlines are met - Carry out administrative activities of establishment - Co-ordinate and plan for office services such...
-
Administrative Officer
5 days ago
Waterloo, Canada Healthcare Systems R & A INC. Full timeEducation: - Expérience: **Education**: - Secondary (high) school graduation certificate **Tasks**: - Review and evaluate new administrative procedures - Establish work priorities and ensure procedures are followed and deadlines are met - Administer policies and procedures related to the release of records in processing requests under government access...
-
administrative officer
2 months ago
Waterloo, Canada Medusa Shisha Bar and Lounge Full timeEducation: Secondary (high) school graduation certificateExperience: Experience an assetTasksReview and evaluate new administrative procedures Establish work priorities and ensure procedures are followed and deadlines are metCarry out administrative activities of establishmentAdminister policies and procedures related to the release of records in processing...
-
administrative officer
3 weeks ago
Waterloo, Canada Medusa Shisha Bar and Lounge Full timeEducation: Secondary (high) school graduation certificateExperience: Experience an assetTasksReview and evaluate new administrative procedures Establish work priorities and ensure procedures are followed and deadlines are metCarry out administrative activities of establishmentAdminister policies and procedures related to the release of records in processing...
-
administrative officer
1 month ago
Waterloo, Canada A-CLASS INC. Full timeEducation: Secondary (high) school graduation certificateExperience: 1 to less than 7 monthsTasksReview and evaluate new administrative procedures Establish work priorities and ensure procedures are followed and deadlines are metCarry out administrative activities of establishmentCo-ordinate and plan for office services such as accommodation, relocation,...
-
administrative officer
3 weeks ago
Waterloo, Canada A-CLASS INC. Full timeEducation: Secondary (high) school graduation certificateExperience: 1 to less than 7 monthsTasksReview and evaluate new administrative procedures Establish work priorities and ensure procedures are followed and deadlines are metCarry out administrative activities of establishmentCo-ordinate and plan for office services such as accommodation, relocation,...