Licensed Assistant II

This isn't just an administrative role—it is a mission-critical position. You will be the "right hand" to our senior advisors, acting as a direct liaison for high-net-worth clients and ensuring our practice runs with Swiss-watch precision. If you are detail-obsessed, curious, and ready to elevate your career in finance, we want to meet you.

Location: Ottawa, Ontario

Advantages
• Earn competitive pay rate
• Location: Ottawa, Ontario
• Strong potential of contract extension or conversion into Perm opportunity

Responsibilities
Client Support
Act as the first point of contact for clients, answering questions and addressing service needs.
Assist with account maintenance, such as updating client information, processing requests, and executing transactions.
Schedule and coordinate client meetings, preparing necessary documentation and reports.
Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service.

Administrative Tasks
Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
Handle incoming correspondence, prioritize, and distribute to the appropriate team members.
Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.
Prepare client reports, statements, and presentations for meetings.

Compliance and Documentation
Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards.
Stay updated on regulatory changes and work with the compliance department to ensure adherence.
Assist in preparing for audits and regulatory reviews.

Account Management
Process account openings, transfers, and updates.
Handle the submission of trade orders under the direction of the investment advisor.
Monitor account activities to ensure timely and accurate execution of orders and instructions.

Financial Planning Support
Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.
Gather and organize financial data and research for advisor review.
Support in preparing investment reports and analysis for clients.

Team Collaboration
Collaborate with other team members to ensure client needs are met in a timely and professional manner.
Provide backup assistance to other administrative staff when needed.

Qualifications
An undergraduate degree is strongly preferred
Previous experience in a similar role, preferably within the financial industry.
Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint)
Fluent in CRM/Salesforce and Power BI is an asset
Exceptional organizational and time management skills.
Excellent verbal and written communication skills
Strong attention to detail and ability to prioritize tasks effectively.
Proven ability to work in a team environment.
Discretion and the ability to handle sensitive information with integrity
Knowledge of financial terminology and concepts is a plus, but not required.
Ability to build effective partnerships.
Unwavering curiosity and a passion for learning.

Summary
If you are interested in Licensed Assistant II role in Location: Ottawa, Ontario, please apply in our website www.randstad.ca

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.