Investment and Administrative Assistant

Our client, a Burlington-based firm is seeking a driven and detail-oriented Investment & Administrative Assistant to join its growing team. If you are a proactive individual who thrives in a collaborative, family-like environment and is eager to take on diverse responsibilities, this opportunity is for you.

This is a new role designed to enhance the administrative functions of a dynamic firm, providing essential support to the fund administration team and managing general office operations. You will play a crucial role in ensuring accuracy, improving communication, and contributing to the smooth functioning of a close-knit office.

What our client has to offer:

• Competitive salary range of $55,000 to $65,000.
• Two weeks of vacation.
• Comprehensive benefits program.
• Support for professional development and education.
• A stable, in-office work environment.
• Opportunity to grow within a diverse role and shape administrative functions.

Responsibilities:

• Serve as a backstop for the current fund administrator, handling communications with dealers, investors, and their advisors.
• Process legal subscription documents, ensure accuracy, and upload them to investor software.
• Manage general administrative and office-related tasks.
• Collaborate with the fund administrator to cross-check work, particularly investor documentation and software entries, to ensure accuracy.

Qualifications:

• 3+ years of experience in administrative tasks and/or managing investment documentation
• Detail-oriented with strong problem-solving skills and the ability to learn new software quickly.
• Strong communication skills, including courteous and professional etiquette.
• Proficiency in Excel is preferred.
• Ability to work full-time in their Burlington office

This posting is for an open vacancy currently available within our client's organization. Interested and qualified candidates please apply today. We would like to thank all applicants however only those under consideration will be contacted.

To be eligible for this role, you must be legally eligible to work in Canada.

Please note that we use AI tools as part of our recruitment process to enhance efficiency and improve candidate experience.

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