Financial Administrative Assistant

1 month ago

Burlington, Canada The Simple Investor Full time

**Financial Administrative Assistant**

**Location - Burlington, Ontario, Canada (In person)**

Looking for an exciting opportunity in a well-established and growing company? The Simple Company is a multi-million-dollar organization in its 14th year of business, and we are seeking a Financial Administrative Assistant with excellent organizational skills and experience in the financial sector with a strong attention to detail.

This is a full-time permanent role with an opportunity for career growth within the company as we value each employee’s contributions and efforts towards our success.

**WHY JOIN US?**
- Be part of a growing company that is a leader in the industry. The future you’ve been looking for starts here.
- Competitive salary and benefits package including coverage for medical, dental, paramedical and vision.
- Great working environment committed to helping you succeed.

**Responsibilities**:

- Maintain a digital copy for references and perform filing tasks to keep records organized.
- Utilize Dolphin Software to manage investor information along with declaring quarterly distributions, sending quarterly statements, and collecting data for the Offering Memorandum
- Interact with Olympia Trust to open accounts, facilitate fund transfers, process redemptions, manage DRIPs, handle trade tickets and schedule quarterly withdrawal.
- Collaborate with the legal team to file legal forms.
- Coordinate with accountants to ensure year-end financial Statements are accurate and complete.
- Work closely with the accounting department and update transaction details as needed.
- Communicate with investors for information requests and updates.
- Coordinate with lender’s lawyer and Legal Counsel as required.
- Prepare commitments for individual mortgages.
- Prepare and send monthly totals report to top management and inform about interest payments.
- Other duties as assigned.

**Skills & Experience Required**
- 2- 5 years of experience in related field
- Working experience with mortgage related software
- High attention to detail and strong organizational skills
- Ability to effectively communicate with various stakeholders.
- Strong multitasking ability and capability to work in a fast-paced environment.
- Exempt Market Dealer license or any securities License is an advantage.

We will look at every resume and will consider anyone with an interest in sharing our commitment to providing high quality services.

Diversity at the Simple Company means fostering a workplace in which individual differences are recognized, appreciated, respected, and responded to, in ways that fully develop and utilize each person’s talents and strengths. In addition, the Simple Company values the diversity of the people we hire and serve therefore if we can make this easier through accommodation, please let us know, at any time, throughout the recruitment process.

**Job type - full time**

**Schedule - 7.5-hour shift **(Monday to Friday - 8:30 am to 5 pm)**

**How to Apply

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