Operations Administrator - Etobicoke, Canada - Upper Canada Capital

Upper Canada Capital
Upper Canada Capital
Verified Company
Etobicoke, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description

Financial Services Operations Administrator Responsibilities:

You will work administratively in the hub of a large team, playing a vital role in operations and compliance to support clients in a variety of ways:

  • Preparing client packages for financial review meetings (printing investment statements, creating asset allocation charts, adding reports, etc...).
  • Processing signed paperwork returned by clients.
  • Ensuring that our Client Relationship Management (CRM) database system is current with client information.
  • Other administrative tasks such as scanning, filing, mailing.
  • This is a fulltime position.

Core Requirements:


  • Highschool education minimum.
  • Excellent speaking and writing skills. English first language.
  • Attention to detail.
  • Familiarity with Microsoft Office software.
  • Experience with Dynamic 365 and SharePoint is desirable.
  • Ability to work well with a team.
  • Having your driver's license and a vehicle is helpful.
  • Capable of prioritizing multiple tasks and working to deadlines.
  • Overtime on weekends or evenings will be occasional.
  • Salaried position with health and dental benefits.
  • Officebased position with some work from home potential.

Job Types:
Full-time, Permanent


Salary:
$40,000.00-$60,000.00 per year


Benefits:


  • Dental care
  • Extended health care
  • Paid time off
  • Work from home

Flexible Language Requirement:

  • French not required

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay
  • Overtime pay

Ability to commute/relocate:

  • Etobicoke, ON: reliably commute or plan to relocate before starting work (preferred)

Education:


  • Secondary School (preferred)

Experience:


  • Administrative experience: 1 year (preferred)

Language:


  • English (preferred)

Work Location:
In person
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