Job Description

Job Template

Opening #1: Office Coordinator (reception)

We are looking for highly motivated individual for the role of Office Coordinator (Reception). The Office Coordinator is responsible for providing administrative support to the advisors in the office; answering the phone and greeting clients when they arrive to the office. If you enjoy working with people and being part of a fun and productive team - let's talk.

Responsibilities:

Administrative support

Create and maintain a process and procedures manual for the reception desk and ensuring the information remains current Manage and pay various expenses for the office Co-ordinate courier shipments as instructed (includes packaging, labeling and tracking of shipments) Order office supplies for the reception area, supply room, photocopier room and kitchen area
Client reception

Prompt and professional management of all incoming calls: Greet clients in-person and on the telephone in a friendly, business-like manner Management of complaint calls and successful sourcing and retrieving of information as requested Sustains a good rapport with clients and maintains the company image through professional communications
Executive assistant support

Daily banking for advisors Provide support to advisor Marketing Assistants where required
Continued development and training

Participate in ongoing training related to job duties; develop knowledge and skills through sponsored education
Skills and requirements:

Ability to exercise discretion in dealing with sensitive situations, using good judgment when responding to issues or requests Strong ability to multitask as priorities may shift day-to-day Attention-to-detail, ability to take initiative, strong organization skills Strong written and verbal communication skills is a must Team player is essential to be successful in this position Excellent PC skills in a Windows XP/ Windows 7 environment (Office 365, Word, Excel, Outlook, Internet)

Opening # 2 Job Template: Investment Executive Assistant

Relevant investment industry experience Excellent knowledge of industry technology platform Canadian Securities Course Ability to exercise discretion in dealing with sensitive situations, using good judgment when responding to issues or requests Strong ability to multitask as priorities may shift day-to-day Attention-to-detail, ability to take initiative, strong organization skills Strong written and verbal communication skills is a must Team player is essential to be successful in this position Excellent PC skills in a Windows XP/ Windows 7 environment (Office 365, Word, Excel, Outlook, Internet)
Job Type: Full-time

Benefits:

Dental care Extended health care Life insurance On-site parking
Work Location: In person