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.
Responsibilities:
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
Requirements:
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 to [email protected]
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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