Administrative Assistant

3 days ago

Ottawa, Canada Financial Health Partners Full time

**ADMINISTRATIVE ASSISTANT**

**Financial Health Partners**
**Location**: Ottawa, ON
**Type**: Full-time, Permanent
**Salary**: $45,000 - $55,000 per year

**Take Control of Your Career and Shape Your Future**

**Key Responsibilities**:

- Review, complete, and follow up on missing documentation and requirements.
- Prepare and manage all administrative documentation for client accounts.
- Maintain and update client files, CRM systems, and databases.
- Ensure compliance with all internal and regulatory requirements.
- Provide exceptional front-line service: greeting clients, managing calls, and supporting day-to-day office operations.
- Coordinate with advisors, carriers, and team members to facilitate smooth client service.
- Perform general administrative duties: scanning, filing, correspondence, mail handling, ordering supplies, and maintaining office presentation standards.
- Support process improvements and efficiency initiatives within the team.

**Skills and Qualifications**:

- Fast learner with strong intuition and the ability to take initiative with mínimal supervision.
- Exceptional attention to detail and organizational skills.
- Strong verbal and written communication skills — professional, clear, and grammatically precise.
- Ability to manage multiple priorities in a dynamic environment.
- Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and CRM systems.
- Team-oriented mindset with a focus on collaboration and follow-through.
- Background in financial services is preferred but not required — we value aptitude and attitude just as much as experience.

**Experience Required**:

- **Office Administration**:5 years (required)
- **Client Services**:5 years (required)
- **Microsoft Office**:5 years (required)
- **CRM Software**: 3-5 years (required)
- **Financial Services**: 3-5 years (preferred)

**Benefits**:

- Complimentary on-site parking
- Extended health care
- Dental care
- Disability insurance
- Life insurance
- RRSP match

**Flexible Language Requirement**:

- French (preferred but not mandatory)

**Schedule**:

- 8-hour work day from Monday to Friday (8:30 am - 4:30 pm flexible)

**Supplemental Pay Types**:

- Bonus pay

**Work Location**: In office

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

**Salary**: $45,000-$55,000 per year

**Work Location**:In person

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

Pay: $45,000.00-$55,000.00 per year

**Benefits**:

- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

**Education**:

- Secondary School (required)

Work Location: In person

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