Office Administrator

6 days ago


Vaughan, Canada Shah Financial Planning Inc. Full time

**In-Person Office Administrator/Receptionist** is responsible for the following:
**Description**
- Responsible for answering incoming calls from financial advisors, clients, and fund companies.
- Perform administrative tasks such as scheduling appointments, greeting visitors/guests, and preparing documentation.
- Process the opening of new accounts and input transactions on the back-office system and ensure that the information is complete and accurate.
- Process all fund-related transactions (e.g., set up new accounts, process purchases, transfers, switches, redemptions).
- Description of supporting documents for Trade Suitability.
- Communicate with clients/advisors/fund companies in a timely manner to resolve day-to
- day issues and inquiries relating to accounts, and transactions expeditiously and accurately.
- Responsible for reconciling the client accounts and positions on the dealer’s books and records against those held at the fund company.
- Strive to maintain and exceed the firm’s service standards.

**Key skills or attributes**
- Articulate and personable
- Adaptive, agile, and team player
- Precise, accurate and detail-oriented
- Methodical and inquiring
- Problem solver with a logical approach
- Multi-tasker

**Qualification**:

- Knowledge of Mutual Funds is essential and Experience with it is an asset.
- Canadian Investments Funds Operation Course/ Canadian Investments Funds Course is preferred.

**Work Experience**:

- Minimum six months to a year of related work experience, preferably within a financial institution.

**Salary**: $37,440.00-$43,680.00 per year

**Benefits**:

- Company events
- Dental care
- Extended health care
- On-site parking
- RRSP match
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Vaughan, ON: reliably commute or plan to relocate before starting work (required)

Work Location: One location



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