Licensed Financial Assistant to Senior Advisors (Ottawa)

Randstad Canada; Ottawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A corporate advisory firm is seeking a Licensed Assistant in Ottawa. This mission-critical role involves acting as the right hand to senior advisors and serving high-net-worth clients. Responsibilities include client support, administrative tasks, compliance, and account management. Candidates should possess an undergraduate degree and have a strong background in client service and operations. The role offers competitive pay and strong potential for contract extension or conversion to a permanent position.

Benefits

Competitive pay rate

Strong potential of contract extension or conversion to Perm opportunity

Qualifications

• Previous experience in a similar role, preferably within the financial industry.
• Proven ability to work in a team environment.
• Discretion to handle sensitive information with integrity.

Responsibilities

• Act as the first point of contact for clients.
• Assist with account maintenance and transaction processing.
• Ensure compliance with regulatory requirements and documentation.

Skills

Expert proficiency in Microsoft programs

Fluent in CRM/Salesforce and Power BI

Exceptional organizational skills

Excellent verbal and written communication skills

Strong attention to detail

Ability to build effective partnerships

Education

Undergraduate degree

Tools

Microsoft Outlook

Microsoft Teams

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A corporate advisory firm is seeking a Licensed Assistant in Ottawa. This mission-critical role involves acting as the right hand to senior advisors and serving high-net-worth clients. Responsibilities include client support, administrative tasks, compliance, and account management. Candidates should possess an undergraduate degree and have a strong background in client service and operations. The role offers competitive pay and strong potential for contract extension or conversion to a permanent position.