Licensed Assistant II

2 weeks ago

Ottawa, Ontario, Canada Robertson & Company Ltd. Full time

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
 

Introduction:

Robertson is seeking a skilled

Licensed Assistant II

to join our client

in support of an existingvacancy.

Contract Period:

17 months

Pay Rate:

Starting from $24 per hour

Location

:

Ottawa, ON

Location Type

: Onsite

Business Hours:

Monday-Friday; Core Business Hours

Job Responsibilities:

  • Acting as the first point of contact for clients and handling inquiries
  • Managing account maintenance
  • Updating client info, processing requests, executing transactions
  • Scheduling and coordinating client meetings, preparing documentation and reports
  • Maintaining accurate records in CRM systems and ensuring compliance
  • Processing account openings, transfers, and trade orders under advisor direction
  • Preparing financial plans, portfolio reviews, and investment proposals
  • Supporting audits and regulatory reviews
  • Collaborating with team members and providing backup assistance

Experience & Qualification Requirement:

  • Undergraduate degree strongly preferred (Finance, Business, and Economics)
  • 2-4 Years of Experience in Financial Services or Wealth Management
  • Securities Licensing (CSC, CPH, WME or equivalent)
  • Exceptional organizational and time management skills
  • Strong attention to detail and accuracy
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • Experience with CRM systems (Salesforce)
  • Familiarity with Power BI for reporting and analytics
  • Knowledge of financial terminology and concepts

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements
.

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.

How to Apply:

If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.
 

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

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