Assistant Location (jb) |

Assistant Location (jb)

28 janvier 2023
Industries Recrutement, Services d'emploi
Catégories Administratif, Clérical, Banque, Assurance, Services Financiers
Ottawa, ON • Temps plein
Status : Permanent
Salary: $70K/year
Location : Ottawa

Our client, a company operating in the financial sector, is looking for an Assistant to support the company's teams. This is a permanent position in Ottawa.
We are looking for a dynamic and organized individual who can work in a high pressure environment.

  • Provide administrative and logistical support to the team and work closely with supervisors
  • Ensure written, telephone and electronic communications related to requests
  • Ensure the flow of information between the various stakeholders
  • Manage communication within his/her jurisdiction (writing letters, answering questions, follow-ups, etc.)
  • Ensure that the processes and programs put in place by the team are respected for the smooth running of the company
  • Be the resource person between the clients and the company
  • Gather information and documents necessary for the opening of customer accounts
  • Maintain and follow up on customer transactions
  • Ensure resolution of any issues to ensure proper delivery
  • Collaborate with portfolio managers in the preparation of account documents
  • Perform any other related tasks

  • Relevant experience in the financial sector
  • Successful completion of the Securities Course and Standards of Conduct Manual
  • Investment Industry Regulatory Organization of Canada (IIROC) license as an Investment Representative
  • Fluently bilingual (French and English) both orally and in writing
  • Very good command of the Microsoft Office Suite

Soft skills:
  • A very good sense of organization allowing an efficient and fast work
  • Observation skills and attention to detail
  • Good management of priorities and stress
  • Comfortable with technological tools
  • High levels of customer service
  • Excellent oral and written communication skills (French and English)
  • Discretion and proactivity
  • Reliable person who works well under pressure
  • Autonomy, flexibility and ability to deal with multiple stakeholders

Do you fit this description? Then apply now via our website or by sending your CV t**********@************.***

We thank you for your interest in this position; only those who have the profile desired by our client will be contacted.
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