Financial Services Coordinator

3 weeks ago

Toronto, Ontario, Canada Jaiswal Financial Services Inc Full time

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Jaiswal Financial Services Inc. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial services team.

Key Responsibilities:
  • Plan and control budget and expenditures to ensure efficient use of resources.
  • Establish and implement policies and procedures to maintain a high level of service quality.
  • Record and prepare minutes of meetings, seminars and conferences to ensure accurate documentation.
  • Determine and establish office procedures and routines to optimize workflow.
  • Answer telephone and relay telephone calls and messages in a professional and courteous manner.
  • Oversee the analysis of employee data and information to inform business decisions.
  • Compile data, statistics and other information to support business objectives.
  • Oversee the preparation of reports to provide insights and recommendations.
  • Order office supplies and maintain inventory to ensure a well-stocked office.
  • Greet people and direct them to contacts or service areas to provide excellent customer service.
  • Set up and maintain manual and computerized information filing systems to ensure accurate and efficient record-keeping.
  • Type and proofread correspondence, forms and other documents to ensure accuracy and professionalism.
  • Perform data entry to support business operations.
  • Provide customer service to internal and external clients.
  • Maintain and manage digital database to ensure accurate and up-to-date information.
  • Perform basic bookkeeping tasks to support financial operations.
  • Open and distribute regular and electronic incoming mail and other material to ensure timely and efficient communication.
Requirements:
  • Ability to work independently with minimal supervision.
  • Fast-paced environment with tight deadlines.
  • Attention to detail to ensure accuracy and quality.
  • Repetitive tasks with a high level of productivity.
  • Work with minimal supervision to ensure autonomy and independence.
Preferred Qualifications:
  • Ability to multitask with multiple priorities and deadlines.
  • Excellent oral communication skills to effectively communicate with colleagues and clients.
  • Excellent written communication skills to effectively communicate in writing.
  • Flexibility to adapt to changing priorities and deadlines.
  • Organized to prioritize tasks and manage time effectively.
  • Team player to collaborate with colleagues and support team goals.
  • Accurate to ensure accuracy and quality in all tasks.
  • Client focus to provide excellent customer service.
  • Time management to prioritize tasks and manage time effectively.
  • Adaptability to adapt to changing priorities and deadlines.
  • Accountability to take ownership of tasks and responsibilities.
  • Due diligence to ensure accuracy and quality in all tasks.
  • Quick learner to adapt to new tasks and responsibilities.
Support for Diversity and Inclusion:
  • Provides awareness training to employees to create a welcoming work environment for persons with disabilities.
  • Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees.
  • Provides awareness training to employees to create a welcoming work environment for youth.
  • Provides cultural competency training and/or awareness training to create a welcoming work environment for Indigenous workers.
  • Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities.

  • Financial Services Coordinator

    5 days ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.

  • Administrative Coordinator Role for REXDALE FINANCIAL SERVICES COR

    6 days ago

    Toronto, Ontario, Canada REXDALE FINANCIAL SERVICES COR Full time

    Job SummaryWe are seeking an Administrative Coordinator to join our team at REXDALE FINANCIAL SERVICES COR. This role is ideal for a highly organized and detail-oriented individual who can provide administrative support to our staff.

  • Financial Operations Coordinator

    4 weeks ago

    Toronto, Ontario, Canada Jaiswal Financial Services Inc Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Jaiswal Financial Services Inc. The successful candidate will be responsible for planning and controlling budgets, establishing and implementing policies and procedures, and overseeing the analysis of employee data and information.Key...

  • Financial Services Operations Coordinator

    5 days ago

    Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    **About Us**DUCA Financial Services Credit Union Ltd. is a vibrant and exciting financial institution that lives its 'profits with a purpose' philosophy in every financial transaction, product, interest rate, and community initiative it offers.We are a leading credit union in Canada, founded in 1954, with 19 branches across Southern Ontario and over 85,000...

  • Financial Services Coordinator

    1 week ago

    Toronto, Ontario, Canada First Student Shared Services Full time

    **Job Summary:**We are seeking a skilled Financial Services Coordinator to join our team at First Student Shared Services.This is an exciting opportunity for a detail-oriented individual who can provide administrative support in all aspects of daily payroll functions. As a Financial Services Coordinator, you will be responsible for processing new employee...

  • Financial Services Assistant Professional

    7 days ago

    Toronto, Ontario, Canada Jaiswal Financial Services Inc Full time

    Job OverviewJaiswal Financial Services Inc is seeking a highly organized and detail-oriented Administrative Assistant to join our team. This role involves providing administrative support, managing budgets, and ensuring seamless day-to-day operations.About the RoleThis permanent position offers a competitive salary of $45,000 - $60,000 per year, depending on...

  • Administrative Coordinator

    3 weeks ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job SummaryWe are seeking an experienced Administrative Coordinator to join our team at ORION Financial Services. The successful candidate will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to office support staff.Key ResponsibilitiesImplement new administrative procedures and...

  • Marketing and Communications Coordinator

    2 weeks ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job Title: Marketing and Communications CoordinatorAt ORION Financial Services, we are seeking a highly motivated and experienced Marketing and Communications Coordinator to join our team. This is a fantastic opportunity to work in a dynamic and fast-paced environment, where you will have the chance to develop and implement marketing strategies to promote...

  • Financial Operations Coordinator

    4 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the Role:The Financial Operations Coordinator will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients.Key Responsibilities:Processing ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and...

  • Financial Services Manager

    1 month ago

    Old Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Join Momentum Financial Services Group as a key player in driving store profitability. As a Branch Manager, you will lead and develop a team of Financial Service Representatives to promote our financial products and services to meet our customers' financial goals. Your passion for sales and leadership skills will be essential in achieving this goal. Key...

  • Marketing Coordinator

    3 weeks ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job Title: Marketing CoordinatorORION Financial Services is seeking a highly motivated and organized Marketing Coordinator to join our team. As a Marketing Coordinator, you will be responsible for developing and implementing marketing strategies to promote our services and products.Key Responsibilities:Develop and implement marketing campaigns to promote our...

  • Financial Operations Coordinator

    4 weeks ago

    Toronto, Ontario, Canada Questrade Financial Group Full time

    About the RoleThe Financial Operations Coordinator will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients. This role requires strong organizational and multitasking capabilities, as well as excellent communication and collaborative skills.Key ResponsibilitiesProcessing...

  • Financial Services Manager

    1 month ago

    Old Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial services in North America. Our company is committed to delivering exceptional financial solutions to our customers. As a key member of our team, you will play a vital role in refining and enhancing our processes to improve asset and accounts receivable reporting across the organization....

  • Marketing and Business Development Coordinator

    4 days ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job DescriptionWe are seeking a highly skilled Marketing and Business Development Coordinator to join our team at ORION Financial Services.Company OverviewORION Financial Services is a leading financial institution committed to providing exceptional service to our clients. We offer a dynamic work environment that encourages innovation, creativity, and...

  • Marketing Coordinator

    4 weeks ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job Title: Marketing CoordinatorORION Financial Services is seeking a highly motivated and organized Marketing Coordinator to join our team. As a Marketing Coordinator, you will be responsible for developing and implementing marketing strategies to promote our services and products.Key Responsibilities:Develop and implement marketing campaigns to promote our...

  • Marketing Coordinator

    4 weeks ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job DescriptionORION Financial Services is seeking a highly skilled Marketing Coordinator to join our team. As a Marketing Coordinator, you will be responsible for developing and implementing marketing strategies to promote our services and products.Key Responsibilities:Develop and implement marketing campaigns to promote our services and productsCollaborate...

  • Senior Financial Services Professional

    4 weeks ago

    Old Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial services in North America. For over four decades, we've been committed to delivering financial solutions that meet the evolving needs of consumers and business owners. Our retail network of over 400 locations, known as Moneymart, offers a wide range of financial products and services to...

  • Financial Service Representative

    4 weeks ago

    Toronto, Ontario, Canada OTT Financial Group Full time

    About OTT Financial GroupOTT Financial Group is a leading provider of financial services and investment solutions. Our team of experts leverages cutting-edge fintech innovations to deliver exceptional financial advice and best-in-class wealth management to our clients and business partners.We empower over 5,000 merchants and hundreds of thousands of...

  • Marketing Coordinator

    4 weeks ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job Title: Marketing CoordinatorORION Financial Services is seeking a highly motivated and organized Marketing Coordinator to join our team. The successful candidate will be responsible for developing and implementing marketing strategies to promote our services and products.Key Responsibilities:Develop and implement marketing campaigns to promote our...

  • Financial Services Coordinator

    1 week ago

    Toronto, Ontario, Canada Kanset Services Inc. Full time

    Kanset Services Inc. is seeking a highly organized and detail-oriented Financial Officer to join our team. In this role, you will be responsible for managing financial records, preparing cheques for payroll, and maintaining general ledgers and financial statements.Key Responsibilities:Manage accounts payable and accounts receivableProcess financial...