Office Manager

5 days ago

Ottawa, Ontario, Canada Concierge Wealth Management Inc Canada Full time $40,000 - $60,000 per year

Concierge Wealth Management Inc. is seeking a full-time Office Manager to assist in all aspects of running a successful financial services business. This is an in person position in Kanata, ON.

The Office Manager will be responsible for:

  • Reception duties
  • Management of office supplies and organization of office space
  • Appointment scheduling and time management
  • Preparing for client meetings by getting files ready and ensure compliance needs are met
  • Note taking in client meetings
  • Assisting advisors with filling out applications, obtaining e-signatures, and any necessary follow-up
  • Production tracking
  • Other tasks as assigned by advisors

A successful candidate will have the following:

  • Experience with Adobe Acrobat and Microsoft applications such as outlook, one drive, teams, excel, etc. (required)
  • Experience working in a financial service's office or insurance office (preferred)
  • Organizational skills
  • Problem-solving skills
  • Works well in a fast paced environment

Salary and benefits will be commensurate with experience. Attitude and enthusiasm for the position are essential. Career development available for the right individual.

Job Type: Full-time

Work Location: In person

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