Office Administrative Assistant - Finance

Our client, a leading firm in financial and retirement planning since 1983, focuses on delivering tailored solutions to meet the unique needs of each client. Creating a positive and seamless client experience is at the heart of their business. They are currently seeking a dedicated Administrative Assistant to join their team. This is a fantastic chance to build your professional profile within a dynamic and reputable organization.

Reporting directly to the Owner/Manager, you'll play a crucial role in maintaining high standards of service and operational efficiency. This company is looking for someone with a strong ability to learn quickly and take initiative, eager to become an integral part of their close-knit team. This Administrative Assistant role offers a unique opportunity to contribute to a company that values its employees and clients equally.

Advantages
- Full-time permanent position
- Competitive annual salary: $40,000-41,000 to start, increasing to $44,000-45,000 after 3 months (performance-based and annual reviews thereafter)
- Comprehensive benefits package after 3 months, 100% company-paid, including medical, dental, and optical coverage
- RRSP program with bonus structure available after 2 years
- 2 weeks vacation to start, plus additional paid days (e.g., Christmas to New Year's off, summer 4-day long weekends)
- Business casual dress code
- Supportive and relaxed team atmosphere with an open-door management style
- Opportunities for ongoing training and professional development
- Parking available on-site

Responsibilities
As an Administrative Assistant, you will:

- Collaborate effectively with the team to complete various administrative tasks.
- Communicate professionally with clients, prospective clients, and financial institutions via calls and emails for inquiries
- Compose and distribute essential correspondence, including emails, letters, faxes, and forms.
- Maintain accurate contact lists and meticulously organized client files.
- Assist with the processing of financial transactions.
- Support the creation and execution of seminars and other marketing activities.
- Ensure thorough documentation and organization of all client and business-related activities.
- Manage filing systems and maintain efficient office procedures.
- Perform additional administrative duties as required, adapting to the varying needs of the business.

Qualifications
- A strong desire to learn and take initiative; previous experience in the financial industry is nice to have but not required
- Solid proficiency in MS Office (Word, PowerPoint, Outlook, and a strong comfort level with Excel, including VLOOKUPs, XLOOKUPs, and moderate formula knowledge)
- Excellent written and verbal communication skills with a high degree of English proficiency, as you will be interacting with a diverse clientele, including seniors.
- Strong internet research skills and the ability to think independently.
- Exceptional organizational skills and an outstanding attention to detail, particularly in data entry and documentation.
- Demonstrated ability to multitask effectively and manage time-sensitive cases and deadlines in a moderate to fast-paced environment.
- Comfortable asking questions when needed and able to work independently while also being a collaborative team player.
- A positive attitude and adaptability to changing environments.
- Flexible on educational background; we prioritize quick learners who are adaptable.

Summary
If you are a driven individual with a keen eye for detail, excellent organizational abilities, and a proactive approach to your work, this is an outstanding opportunity to grow your career within a respected financial group right here in Caledonia. You will benefit from a supportive environment, excellent benefits, and the chance to contribute significantly to a team that prides itself on client satisfaction.

How to Apply?

1) Apply online at Randstad.ca today
2) send your resume by email to jovana.manojlovic@randstad and all qualified candidates will be contacted

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.