Investment Administration Assistant Ottawa

Keep Investment Advisor teams organized in Ottawa through expense tracking, filing, account records, and dependable client communications.
The Assistant supports effective team functioning through administration-related tasks and professional service for clients, Advisors, and partners. You will maintain expense records and spreadsheets, complete filing, manage account documentation, and uphold internal processes and controls. Microsoft Office, CRM familiarity, and organization are important.

Key Responsibilities:

Maintain expense records and administrative spreadsheets
Complete filing and general office administration duties
Handle client, Advisor, and partner communications
Prepare presentations, reports, correspondence, and client reviews
Keep client files updated with requested documentation
Requirements:
Relevant financial-sector or administrative experience
Strong organizational skills for competing administrative tasks
Excellent English communication in writing and conversation
Professional, friendly client-facing manner

Experience with Microsoft Office and Maximizer CRM
Apply your administrative organization, Microsoft Office proficiency, and client communication skills while supporting Investment Advisors in Ottawa.