Mutual Funds Administrative Assistant

Ottawa (ON) On-site Only
Opportunity Number: 40130325
Federal GovernmentAdministration & Clerical
LanguageSecurity Clearance
See DescriptionValid Enhanced Clearance
Start PeriodDate Posted
ASAPWednesday, January 5, 2022
Job Description

Seeking 2 Mutual Funds Administrative Assistant for our Crown Corporation client. It's a 3 month contract to start but has the potential go to permanent (depending on fit and performance). Full time hours Monday to Friday. Must be vaccinated to work on site.

Roles and Responsibilities

  • Support clients on implementing investment strategies to assist them in achieving their goals
  • Assist in client discovery process through pre-meeting information gathering and subsequent delivery to advisor.
  • Greet clients and potential clients, ascertain nature of business and direct to the appropriate person or determine needs and/or start next phase.
  • Organize marketing activities on behalf of advisory professionals
  • Support business growth of assigned branches through telemarketing and outbound calls, prepare client/prospect call lists and track progress, as required.
  • Print and review client reports, follow-up on client enquiries, account maintenance, retrieval of tax receipts.
  • Organize and maintain a potential client database and marketing materials.
  • Conduct research, analyze data to provide insights and recommendations.
  • Process Mutual Fund order entry forms – redemptions, switches, and purchases and transfers
  • Ensure accounts are set up correctly as per New Account Application Form (NAAFs).
  • Deliver fund facts
  • Submit signed forms to relevant fund companies and FundEX.
  • Process financial and non-financial mutual fund transactions
  • Assist with book transfer process, as required
  • Ensure transactions are coded correctly with tax reporting rules, and appropriate grants are correctly received.

Qualifications and Experience
  • College diploma or certificate in Office Administration, Business Administration or a related field AND some years of experience in office administration, banking or a related field
  • Mutual Fund Dealers Association of Canada (MFDA) License (ideally)
  • Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC), an asset
  • Knowledge of investment process and procedures
  • Knowledge of financial planning, counselling and insurance services
  • Knowledge of proprietary products and services, and fund company offerings
  • Knowledge of office administration procedures related to the financial and insurance industry
  • Knowledge of terminology and investment forms used in the financial planning industry

Salary is $21.75/hr

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: 40130325

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