Office Administrator

Elevate; Windsor; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Windsor, ON, is seeking a skilled Mutual Fund Administrator. The role involves client interaction, administrative tasks, and processing mutual fund orders. Ideal candidates will have a Canadian Mutual Investment Funds Licence and at least 3 years of relevant experience. The position offers a salary range of $20 - $22 per hour, along with a supportive work environment.

Qualifications

• Canadian Mutual Investment Funds Licence is an asset.
• 3 years of experience in the financial industry required.
• Experience with RRSP, TFSA, and income tax is necessary.
• Strong organizational and detail-oriented skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite and general office software.
• Ability to maintain confidentiality and professionalism at all times.

Responsibilities

• Greet clients and answer incoming phone calls in a professional manner.
• Respond promptly to client inquiries by phone and email.
• Perform general office duties including mail sorting, filing, and organizing.
• Process and verify mutual fund orders for accuracy and completion.
• Prepare representative paperwork for trades.
• Prepare and deliver deposits to the bank.
• Manage invoices and track payments.
• Maintain and order office supplies as needed.

Skills

Office Manager Experience

Microsoft Office

Data Entry

Microsoft Outlook

Microsoft Word

QuickBooks

Office Experience

Microsoft Excel

Filing

Administrative Experience

Microsoft Outlook Calendar

Bookkeeping

Education

Canadian Mutual Investment Funds Licence

3 years of experience in the financial industry

Tools

Microsoft Office Suite

QuickBooks

Job description

Location: Windsor ON

Salary: $20 - $22 / HR

We are seeking a skilled and detail-oriented Mutual Fund Administrator to join our team in Windsor ON. This role is ideal for an experienced professional in the financial industry who enjoys balancing reception administrative and trade support responsibilities in a client-focused environment.

Key Responsibilities

• Greet clients and answer incoming phone calls in a professional welcoming manner
• Respond promptly to client inquiries by phone and email
• Perform general office duties including mail sorting filing and organizing
• Process and verify mutual fund orders for accuracy and completion
• Prepare representative paperwork for trades
• Prepare and deliver deposits to the bank
• Manage invoices and track payments
• Maintain and order office supplies as needed

Qualifications

• Canadian Mutual Investment Funds Licence (asset)
• 3 years of experience in the financial industry
• Must have experience with RRSP TFSA income tax etc
• Strong organizational and detail-oriented skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite and general office software
• Ability to maintain confidentiality and professionalism at all times

Key Skills

• Office Manager Experience
• Microsoft Office
• Data Entry
• Microsoft Outlook
• Microsoft Word
• QuickBooks
• Office Experience
• Microsoft Excel
• Filing
• Administrative Experience
• Microsoft Outlook Calendar
• Bookkeeping

How to Apply

Please send your resume to

Employment Type: Full Time

Experience: years

Vacancy: 1

Monthly Salary: 20 - 22