Licensed Assistant II

3 days ago

Ottawa, Canada Robertson & Company Ltd. Full time

Job Title: Licensed Assistant II

Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON

Work Model: In-Office (5 days/week)

Start Date: February 10, 2026

Contract Duration: Until September 13, 2027 (Maternity Leave Coverage)

Employment Type: Full-Time, Contract

About the Role

We are seeking a Licensed Assistant II to support corporate advisors within a fast-paced wealth management environment. This role blends client service, administrative support, compliance, and account management, offering strong exposure to financial planning and investment operations.

Key Responsibilities

Client Support

- Act as the first point of contact for clients via phone, email, and in person
- Assist with account maintenance, client updates, and transaction processing
- Schedule and coordinate client meetings and prepare related documentation

Administrative & Operations

- Manage advisor calendars, meetings, and correspondence
- Maintain accurate client records in CRM systems
- Prepare client reports, statements, and presentations

Compliance & Documentation

- Ensure documentation meets regulatory and compliance standards
- Assist with audits and regulatory reviews
- Stay informed of regulatory updates

Account & Financial Planning Support

- Process account openings, transfers, and trade orders under advisor direction
- Assist with financial plans, portfolio reviews, and investment proposals
- Gather and organize financial data and reports

Team Collaboration

- Work closely with advisors, compliance, and operations teams
- Provide backup support to administrative staff as needed

Required Qualifications

- Mandatory securities licenses: CSC, CPH, and WME (or equivalents)
- 2–4 years of experience in a similar role within financial services or wealth management
- Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Excellent organizational, communication, and time-management skills
- High attention to detail and ability to work in a regulated environment

Nice to Have

- Experience with CRM systems (Salesforce preferred)
- Exposure to Power BI or reporting tools
- Knowledge of financial terminology and investment concepts

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