Bilingual Investment Administrator

Ottawa (ON) On-site Only
Opportunity Number: 2072944
Financial ServicesAdministration & Clerical
LanguageSecurity Clearance
English verbal and writtenNot required
Start PeriodDate Posted
ASAPWednesday, September 21, 2022
Job Description

Our client, an Investment Firm located in Ottawa, is seeking a full-time permanent Administrative Assistant to join their team. This will be an in office opportunity with some potential to turn hybrid (not guaranteed).

Roles and Responsibilities

  • Prepare and maintain client files and file follow-ups
  • Prepare and process daily client portfolio transactions
  • Maintain customer database
  • Handle telephone and email inquiries and proactively determine the plan
  • appropriate course of action.
  • Draft, in both official languages, correspondence or other documents
  • officials
  • Perform all related tasks

Qualifications and Experience
  • 3+ years of relevant investment and mutual funds/wealth management experience
  • A degree in administration or other post-secondary studies are assets
  • Must hold IFIC License or willing to complete
  • Excellent written and oral skills in both ENGLISH and FRENCH
  • Proficient in MS Office
  • Experience in Salesforce is an asset
  • Customer service oriented with proven ability to interact

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: 2072944

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