Support Investment Advisors in Ottawa through client service, account documentation, and organized administration using Microsoft Office and CRM systems.
This Assistant contributes to business growth by supporting Investment Advisors and maintaining high-level client service. The work includes preparing client reviews, presentations, correspondence, and reports. Strong communication, organization, financial-sector or administrative experience, and Microsoft Office proficiency are central to the position.
Key Responsibilities:
- Service incoming telephone and email contacts professionally
- Prepare account documentation, reviews, presentations, and reports
- Respond to client information requests and account inquiries
- Request documentation and maintain current client files
- Track trades, expenses, spreadsheets, and administrative records
Requirements:
- Superior client relationship management skills
- Qualified, friendly manner with strong communication
- Excellent written and verbal English communication
- Financial-sector or administrative experience
- Microsoft Office and CRM experience, including Maximizer
Bring organized client service, communication, and documentation skills to support Investment Advisors and their Ottawa team.