Senior Administrative Assistant

4 weeks ago


Ottawa, Ontario, Canada Grandmaster Financial Planning DFSIN Ottawa Full time
Senior Administrative Assistant

Grandmaster Financial Planning, a leading financial advisory firm in Ottawa, seeks a highly organized and experienced Senior Administrative Assistant to support our team. This role plays a crucial part in ensuring smooth daily operations and exceptional client satisfaction.

We specialize in delivering comprehensive financial services, including retirement, risk management, and estate planning. Our team is dedicated to providing meticulous analysis and customized advice to our clients.

This is a career opportunity for someone passionate about making a meaningful impact. You'll work alongside skilled financial planners and have the potential for rapid career progression.

Key Responsibilities:
  • Provide executive-level administrative support to management and staff.
  • Manage calendars, schedule meetings, and coordinate appointments.
  • Handle correspondence, manage emails, and respond to inquiries promptly.
  • Maintain and organize filing systems, both electronic and physical, ensuring accurate record-keeping.
  • Prepare and format documents, reports, and presentations with precision.
  • Assist with client onboarding and database management.
  • Uphold confidentiality and professionalism in all interactions.
  • Organize company events, meetings, and travel arrangements.
  • Serve as the first point of contact for visitors and phone inquiries, offering outstanding customer service.
Requirements:
  • Fully bilingual in French & English (necessity)
  • Proficiency in MS Office Suite (Excel, PowerPoint, Word, Outlook).
  • Familiarity with CRMs.
  • Strong knowledge of office management systems and procedures.
  • Ability to manage complex scheduling and prioritize tasks.
  • Tech-savvy and adaptable to new tools quickly.
Benefits:
  • Competitive salary range: $65K - $80K, with potential to reach $100K for exceptional performance.
  • Benefits include health insurance, a group retirement plan, and a minimum of two weeks of paid vacation.


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