Office Assistant - Ottawa, Canada - Financial Health Partners

Description

Job description

Office Assistant
Financial Health Partners

Ottawa, ON

Full-time, Permanent

$40,000 - $45,000 a year


Take charge of your career and own your future
Financial Health Partners (FHP) is a leading Wealth Planning Firm based in Ottawa.


Key Responsibilities Include:

• Process and execute investment and insurance transactions and paperwork accurately and thoroughly.
• Review and prepare documentation for financial (deposits, switches, transfers, redemptions, etc.) and nonfinancial (change of beneficiary, banking, address, name, etc.) change requests.
• Maintain client files, the CRM (contact management system), and other databases.
• Ensure client files are complete and compliant with all regulatory requirements.
• Collaborate closely with the team to provide client services, including welcoming clients and handling incoming calls.
• Foster and maintain client relationships, taking ownership of the client experience throughout the service cycle by resolving issues, identifying opportunities, and maintaining strong communication with clients and the advisory team.
• Build relationships with carrier contacts to facilitate smooth transaction processing.

Skills and Qualifications

• The ability to work with great accuracy in a highvolume and fastpaced work environment.
• Exceptional Microsoft Office skills, including proficiency in the Office Suite.
• Excellent written and oral communication skills, with the ability to convey clear and grammatically correct messages in a professional manner.
• Highly intuitive with the ability to adapt to different situations and adjust priorities if needed with little direction.
• Strong organizational skills with a focus on teamwork and team building.
• Proficient in managing processes, maintaining client relationships, and ensuring strong followup.
• Background in financial services (preferred but not mandatory).

Experience Required:

Office Administration: 3 years

Microsoft Office: 3 years

Client Services: 3 years

• CRM Software: 3 years

Financial Services: 3 years (preferred but not mandatory)


Benefits:

• Casual dress code
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• Onsite parking
• RRSP match
• Vision care

Flexible Language Requirement:

• French (preferred but not mandatory)

Schedule:

• 8hour shift (8:30 am 4:30 pm)

Supplemental pay types:

• Bonus pay

Work Location:
In office


Job Types:
Full-time, Permanent


Salary:
$40,000.00-$45,000.00 per year


Benefits:

• Casual dress
• Dental care
• Disability insurance
• Extended health care
• Life insurance
• Onsite parking
• RRSP match
• Vision care

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Ottawa, ON K2B 0A1: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• Front desk: 1 year (preferred)
• Administrative experience: 1 year (preferred)

Language:

• French (preferred)

Shift availability:

• Day Shift (preferred)

Work Location:
In person