Financial Administrative Assistant

3 days ago

Stoney Creek, Canada iA Private Wealth-Tier One Family Office Full time

Industrial Alliance (iA) Private Wealth is a financial and investment firm for businesses and corporations throughout Stoney Creek and the surrounding areas with over 500 corporate clients. For more than two decades Industrial Alliance (iA) Private Wealth has been helping businesses succeed and plan for the financial future. We are currently in a large growth phase in our organization and seeking a full-time Financial Administrative assistant to join the team.

**PRIMARY RESPONSIBILITIES**
- Assist the Client Relations Manager on a day-to-day basis with administrative tasks.
- Scheduling meetings as required and preparing for meetings with required documentation and information.
- Communicate with clients, Client Relations Manager, and Advisors regarding meetings and pertinent information.
- Assist in producing financial reports and/or pulling financial reports from the system.
- Assist in preparing and providing various information as required for audit purposes.
- Maintains files with all pertinent contact and accounting information.
- Ensure compliance and confidentiality with all accounts and subsequent information.
- Perform a variety of clerical duties including, but not limited to, answering telephone inquiries, taking messages, scanning, filing, etc.
- Report any unresolved disputes to the Client Relations Manager for resolution.
- Other Duties as assigned.

**QUALIFICATIONS**:
Education/Licenses:

- Grade 12 Education required.
- College level education in Office Administration or Business Administration.

**Experience**:

- Minimum 3-5 years’ experience in an administrative assistant role
- Advanced proficiency in Microsoft suite of products, specifically Excel, Outlook and PowerPoint.
- Experience with CRM software such as Maximizer is considered an asset.
- Experience with financial software such as Croesus is considered an asset.
- Exceptional attention to detail and data entry skills.
- Exceptional time management and organizational skills
- Effective professional communication both written and verbal.

**BENEFITS/PERKS**:

- Competitive salary commensurate with experience.
- Bonus program based on company & Individual performance.
- Extended Health & Dental Benefits
- Team events such as team dinners, axe throwing, sporting events etc.
- In accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act, Industrial Alliance (iA) Private Wealth is an equal opportunity employer who is committed to providing an inclusive and barrier free recruitment and selection process. Applicants should advise Human Resources if they require any type of accommodation during the recruitment process._

**Salary**: From $50,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative: 3 years (preferred)

Ability to Commute:

- Stoney Creek, ON L8E 0C5 (required)

Work Location: In person

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