Administrative Assistant

Capital Pro Group is a one stop solution to all of your financial needs, all under one roof. We provide Accounting, Taxation, Financial Planning, and Insurance services.

We are specifically hiring someone with receptionist and administartion experience. There is room to grow within the company and to learn skills such as payroll, taxation, data entry, accounting, investments, insurance, etc.

We are looking for someone who will grow with the company, who is eager to learn new things, and is open to overtime and overtime pay. Someone who is excited about taking on new projects, directing them, and following through until completion.

**Responsibilities**:

- **Receptionist duties**: answering phones, booking appointments, greeting clients, collecting client documents, maintain cleanliness of the office
- Maintain confidential client records; scanning document, updating electronic database
- Collect and prepare files for daily client meetings: prepare boardroom for meetings throughout the day
- Liaise with third parties (i.e. Canada Revenue Agency, Revenue Quebec, Mutual Fund Companies, Lawyers, Insurance Representatives)
- **Assist CEO & Partners with Internal Affairs**; accounts payable: social media content: producing print media advertisements: contacting IT and monitor progress of service tickets: meeting notes
- Assist bookkeeping and taxes department with document sorting and scanning, data entry (Excel), client management
- Oversee Tax Season Preparation (March -June) and ensure all files are completed in a timely fashion
- You must have a MyCRA account, in order to obtain a RepID, to assist the firm with CRA and client queries.
- Processing transactions through Univeris for Mutual Funds and GIC transactions.
- Preparing meeting notes and updates for client investment accounts using OneNote and Univeris
- Preparing and sending forms for investment transactions
- Following up with clients to remind them of forms for signature, documents needed for files, etc.

**Requirements**:

- Proven experience as an administrative assistant and/or receptionist
- Knowledge of office management systems and procedures
- Knowledge of accounting and finance is a strong asset
- Working knowledge of office equipment, like printers and fax machines
- Proficiency in M365 Office (**Excel** and **Outlook**, and file folder or sharepoint systems in particular)
- Excellent time management skills and the ability to prioritize work, you will be in charge of multiple calendars and of keeping projects running on time.
- Attention to detail and problem solving skills
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to multi-task
- High School degree; no other licenses or schooling such as IFC or CSC courses are necessary;
- Fluency in English Required
- Fluency in French and Arabic is an asset

**Salary**: From $23.00 per hour, starting wage is based on experience and knowledge, priority will be given to those who have proven experience, are technology advanced, or who have previous experience in Financial Wealth and Taxation firms.

Expected hours: 37.5 per week, during the tax and RRSP seasons there is plenty of overtime that is available to you, we are looking for someone who is flexible and eager for the extra paid hours.

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift;
- Day shift
- Monday to Friday; Tax season Monday to Saturday available by volunteer (overtime pay)
- Overtime available

Supplemental pay types:

- Overtime pay

Work Location: In person

**Job Types**: Full-time, Permanent

Pay: $23.00 per hour

Expected hours: No less than 37.5 per week

Additional pay:

- Bonus pay
- Overtime pay

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off

Flexible language requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday
- Overtime
- Weekends as needed

Ability to commute/relocate:

- Ottawa, ON K1Z 6X3: reliably commute or plan to relocate before starting work (required)

Application question(s):

- The office is located in an area that has parking limitations. How do you plan on commuting to this location?

**Experience**:

- Reception/Admin: 2 years (required)

Work Location: In person