Junior Data Analyst

2 weeks ago

Barrie, Canada Simcoe Building Centre Full time

**Job description**

Provide a wide variety of administrative and staff support services to a manager or group of managers within an assigned functional area. May assist in training others. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility.

**Responsibilities**
- Enter/process client-specific data and portfolio holdings into firm propriety software
- Assist with an initial analysis of prospective client statements
- Create and prepare customized presentations for specific advisor and client meetings
- Print and bind client presentations
- Develop relationships with sales investment consultants
- Perform clerical and support tasks
- Maintain defined quality standards and expectations
- Resolves most questions and problems and refers new or unusual issues to a higher level
- Routine contact with internal and external customers is required to obtain, clarify, or provide facts and information
- May communicate information to internal or external customers to sell or service products

**Qualification**:

- 1-3 Years Experience - Intermediate level concepts, principles, and practices of providing administrative support
- Fundamental investment concepts, practices, and procedures used in the securities industry. Basic principles of banking, finance, and securities industry operations
- Intermediate-level terminology of financial markets and products
- Performing a range of staff and/or operational support activities for a manager or group of managers
- Answering telephones and assisting visitors. Prepare, transcribe, compose, type, editing correspondence, agendas and minutes, and other documents
- Scheduling and coordinating meetings, events, interviews, and appointments
- Preparing reports
- Gathering and analyzing basic information. Establishing and maintaining files, databases, and other records
- Performing routine analysis and calculations involved in preparing reports
- Sorting, screening, and distributing mail
- Maintain currency in modern office management methods and techniques
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
- Communicate effectively, both orally and in writing
- Work collaboratively within a team environment.

**Salary**: $44,296.38-$61,925.37 per year

**Benefits**:

- Dental care
- Disability insurance
- Employee stock purchase plan
- On-site parking
- RRSP match
- VRSP

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Barrie, ON L4M 4T2: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

Work Location: One location

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