Administrative Assistant – Investment Department

Mississauga (ON) On-site Only
Opportunity Number: 3029519
PermanentFrom: $55,000.00
Financial Services & InsuranceAdministration & Clerical
LanguageSecurity Clearance
English verbal and writtenCriminal Check at time of placement
Start PeriodDate Posted
ASAPTuesday, December 7, 2021
Job Description

Our client in the Real Estate industry is seeking an Administrative Assistant for the Investments Department. The ideal candidate must have 2-3 years of administrative experience within the Banking or Finance industry. This role requires you to work ON SITE in Mississauga (Airport Rd & American Dr) from Monday to Friday between 9 am to 5 pm. This is a permanent position starting as soon as possible.

Roles and Responsibilities

  • Create and maintain Excel spreadsheets and PowerPoint presentations
  • Assist all members of the team with a variety of duties
  • Assist accountants, maintain daily investment database on portfolios of marketable and private holdings, daily trading activity, reconciling portfolio holdings and prices
  • Assist in preparing investment management reports on a monthly, quarterly, and annually basis
  • Assist in preparing Board and Committee reports
  • Perform administrative duties – all applicable filing, photocopying, faxing, scanning, shredding, sorting mail, and arranging all couriers
  • Produce correspondence, invoices, schedules, and confidential financial information
  • Process payments
  • Answer phone calls and take messages when required
  • Set up for meetings with clients/internal (book boardroom, provide coffee, lunches etc.)
  • Book appointments and meetings and co-ordinate all required material for same
  • Create new files and maintain extensive filing system
  • Ad hoc assignments and reports as required

Qualifications and Experience
  • Experience in Treasury, Accounting, Banking, Investment or Family Office setting an asset
  • Must treat all departmental information on a confidential basis
  • Excellent communication skills both verbal and written
  • Highly skilled in Microsoft Office (Outlook, Excel, Word, PowerPoint etc.)
  • Excellent proof-reading and attention to detail is key
  • Reliable self-starter
  • Flexibility and willingness to undertake multiple tasks
  • Ability to work with minimal supervision
  • Supportive of others with a strong “team approach”

Apply now!

We’re an equal opportunities employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Merci de l’intérêt que vous manifestez pour ce poste. La description du poste nous a été fournie en anglais par notre client. Si vous souhaitez passer l’entrevue avec nous en français ou fournir votre CV en français, nous vous confierons à une personne de notre équipe qui parle français.

Opportunity Number: 3029519

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