Office Assistant

2 weeks ago

Ottawa, Canada Financial Health Partners Full time

**Job description**

**Office Assistant**

Financial Health Partners

Ottawa, ON

Full-time, Permanent

$40,000 - $45,000 a year

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

Financial Health Partners (FHP) is a leading Wealth Planning Firm based in Ottawa.

**Key Responsibilities Include**:

- Process and execute investment and insurance transactions and paperwork accurately and thoroughly.
- Review and prepare documentation for financial (deposits, switches, transfers, redemptions, etc.) and non-financial (change of beneficiary, banking, address, name, etc.) change requests.
- Maintain client files, the CRM (contact management system), and other databases.
- Ensure client files are complete and compliant with all regulatory requirements.
- Collaborate closely with the team to provide client services, including welcoming clients and handling incoming calls.
- Foster and maintain client relationships, taking ownership of the client experience throughout the service cycle by resolving issues, identifying opportunities, and maintaining strong communication with clients and the advisory team.
- Build relationships with carrier contacts to facilitate smooth transaction processing.

**Skills and Qualifications**
- The ability to work with great accuracy in a high-volume and fast-paced work environment.
- Exceptional Microsoft Office skills, including proficiency in the Office Suite.
- Excellent written and oral communication skills, with the ability to convey clear and grammatically correct messages in a professional manner.
- Highly intuitive with the ability to adapt to different situations and adjust priorities if needed with little direction.
- Strong organizational skills with a focus on teamwork and team building.
- Proficient in managing processes, maintaining client relationships, and ensuring strong follow-up.
- Background in financial services (preferred but not mandatory).

**Experience Required**:

- Office Administration: 3 years
- Microsoft Office: 3 years
- Client Services: 3 years
- CRM Software: 3 years
- Financial Services: 3 years (preferred but not mandatory)

**Benefits**:

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

Flexible Language Requirement:

- French (preferred but not mandatory)

Schedule:

- 8-hour shift (8:30 am - 4:30 pm)

Supplemental pay types:

- Bonus pay

Work Location: In office

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

**Salary**: $40,000.00-$45,000.00 per year

**Benefits**:

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

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Ottawa, ON K2B 0A1: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)

**Language**:

- French (preferred)

Shift availability:

- Day Shift (preferred)

Work Location: In person

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