Financial Assistant

Altis Recruitment; Ottawa; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Ottawa is looking for a Financial Assistant to join their client-focused team. In this hybrid role, you'll support investment operations, handle compliance activities, and manage client communications. The ideal candidate will have a bachelor's degree in finance or commerce and at least 3 years of experience in a related field. This is an exceptional opportunity to work for a firm blending finance with a philanthropic mission.

Qualifications

• 3+ years of relevant experience in finance, banking, or wealth management.
• Fluently bilingual with excellent communication skills.
• Strong organizational skills and detail-oriented.

Responsibilities

• Prepare financial tracking spreadsheets and reports.
• Communicate with clients regarding financial inquiries.
• Assist with compliance and audits.

Skills

Bilingual (English and French)

Organizational Skills

Detail-oriented

Data Management

Communication Skills

Education

Bachelor's Degree in Commerce

Bachelor's Degree in Finance

Tools

Microsoft Office Suite

MS Excel

Job description

Our client, a purpose-driven financial services firm, is seeking a Financial Assistant to join their collaborative and client-focused team in Ottawa.

In this full-time hybrid role, you will be supporting investment operations, client communications, and compliance activities. You’ll also manage financial data, assist with audits and documentation, and provide exceptional service to clients and stakeholders.

This is an exciting opportunity to contribute to a firm that blends finance with philanthropy in a meaningful way.

Roles and Responsibilities:

• Create, maintain, and analyze financial tracking spreadsheets; prepare recurring and ad-hoc reports for internal use.
• Conduct financial research and prepare data/statistical reports as required.
• Communicate with clients and vendors via phone, email, or video call, responding to financial inquiries and providing updates.
• Support compliance-related processes.
• Reviewing investment packages to ensure client information is accurate.
• Preparing and tracking investment documentation sent to clients.
• Ensuring all final documents are saved correctly in client files.
• Perform audits on investment files and assist with internal/external audit processes.
• Distribute quarterly investment statements to clients.
• Assist with preparation of annual tax packages for clients.
• Maintain updated records in the contact management database.

Qualifications and Skills:

• 3+ years of relevant experience, ideally with a background in finance, banking, or wealth management.
• Bachelor's Degree in Commerce, Finance, or related field.
• Fluently bilingual, with excellent communication skills in both English and French (verbal and written).
• Strong organizational skills with the ability to prioritize tasks and manage changing deadlines.
• Detail-oriented with a high degree of accuracy in data management.
• Advanced proficiency in Microsoft Office Suite, especially MS Excel (advanced functions, charts, and reporting).

We’re an equal opportunity 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.