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Office Administrator/receptionist

3 weeks ago

Vaughan, Canada Shah Financial Planning Inc. Full time

**Company description**

We are an independent Mutual Fund Dealer. We offer a wide spectrum of products and independent advice through our financial advisors' network across Ontario. Our advisors manage all types of Registered and Non-Registered accounts with various investments and income strategies. Our client-focused and trustworthy financial advisors can help meet your investment and financial objectives and goals while identifying financial concerns in a life cycle.

**Job 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/advisor/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 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 in 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**: $17.00-$20.00 per hour

**Benefits**:

- On-site parking

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- No weekends

**Experience**:

- administrative assistant: 1 year (preferred)
- receptionist: 1 year (preferred)

Work Location: One location