Administrative Assistant

13 hours ago

Ottawa, Canada Financial Health Partners Full time

**Administrative Assistant**

Financial Health Partners

Ottawa, ON

Full-time, Permanent

$35,000 - $45,000 a year

**Take charge of your career and own your future**

**Key Responsibilities Include**:

- Processing and executing all investment and insurance transactions and paperwork with a high degree of accuracy and completeness and entering data relating to new business
- Reviewing and preparing financial (deposits, switches, transfers, redemptions, etc.) and non-financial (change of beneficiary, banking, address, name, etc.) change request documentation
- Maintaining client files (filing), CRM (contact management system) and other databases
- Being accountable for ensuring that client files are complete and in full compliance with all regulatory requirements
- Working closely with the Team, contributing to the success of the firm by providing client services such as welcoming clients and handling incoming calls
- Maintaining client rapport and owning the client experience at all stages of the service cycles, by resolving problems, finding opportunities, and strong communication with the client and advisory team
- Building relationships with carrier contacts to ensure all transactions move through their system

**Skills and Qualifications**
- Strong organizational qualities, supports teamwork and team building, organizational astuteness, managing processes, deep client relationships, strong follow up, exceptional office suite skills, strong writing skills, highly intuitive, background in financial services will help (not required)
- Strong written and oral communication skills, can write clear and grammatically correct short documents and can convey straightforward messages in a professional manner
- Compensation to be determined based on skills, ability, any applicable licensing and background

**Experience Required**:

- Office Administration: 5 years
- Microsoft Office: 5 years
- Client Services: 5 years
- CRM Software: 5 years
- Financial Services: 3-5 years

**Salary**: $35,000.00-$45,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- RRSP match
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay

Work Location: One location

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