Office Admin/Client Support

Work in an investment and financial services setting

Priority will be to take over client admin tasks such as process paperwork for

· change of address

· change of bank details

· change of regular contributions

· uploading files to client portal

There may also be some work in one or more of the following areas depending on your aptitudes, our needs, and your interests:

-bookkeeping and financial reporting

-overseeing IT freelancers to automate and improve our processes

-marketing

We need people who make mistakes almost never. Attention to detail is crucial.

We need people who can oversee the work of other people and take initiative.

We need people who have ideas about how to change the business for the better.

As a freelancer to FSIM, you will be providing services to consumer-facing entities Brintab, Efficertain, and others and might be acting under the names of those other entities.

You, the freelancer should be Canada-based and aware of the financial services/personal finances context in Canada

Hours will likely start from 2-3/week focused on training and ramp up from there as you get more tasks under your belt.

Your Settings:

· You will be able to set your own hours for many tasks, within the constraints of being available for meetings with FSIM and or related party clients generally during business hours

· You will need a space that is presents a professional image including being free from background noise and having a professional looking backdrop in case of the occasional video call through Zoom, Teams, or similar platform

· You must have a reliable internet connection and computer with a recent version of MS Office (Office 365 online will not do) and an active anti-virus service.

· You may be asked to install specific software for serving our needs such as an 8x8 VOIP phone service.

Job Types: Part-time, Freelance

Pay: From $21.00 per hour

Expected hours: 2 – 11 per week

Benefits:

Flexible schedule
Work from home

Flexible Language Requirement:

French not required

Schedule:

Monday to Friday

Application question(s):

Beyond the core role, in what specific subject area would you be interested in expanding your role?

Education:

Secondary School (preferred)

Work Location: Remote

First Sovereign Investment Management

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