Financial Administrative Assistant for investment management client, Mississauga office.
Marberg Job Number: 2308.
Job Type: Full Time Permanent.
Compensation: $65,000 per annum to $70,000 per annum, plus benefits.
Regular Work Hours: From 9 am to 5 pm with 1 hour lunch break, Monday to Friday (35 work hours per week). Summer hours 8:30 am to 5 pm Monday to Thursday and 8:30 am to 1 pm Fridays.
Work Location: 100% onsite at client's Mississauga office, with free parking provided.
Responsibilities Summary: Provide office and financial administration services to accountant and investment management team, ensuring utmost confidentiality and accuracy of information, and professional execution of every detail.
- Correspond directly with service provider representatives and relationship managers including financial institutions, investment managers and insurance agencies.
- Produce correspondence, invoices, schedules, and confidential financial information. Create and maintain Excel spreadsheets and PowerPoint presentations.
- Assist accountants by tracking project and divisional costs.
- Obtain purchase and expense approvals, process internal movement of funds, and reconcile corresponding account balances. Process payments via wire, ETF or cheque.
- Arrange and set up both internal and client meetings, including booking boardrooms and arranging coffee or catering.
- Answer phone calls and take messages, including acting as back-up to the corporate reception desk when required.
- Maintain and update extensive electronic and hard copy filing system.
- Clerical processing tasks including photocopying, faxing, scanning, shredding, sorting mail, and arranging for courier deliveries.
- Additional financial administration, office administration and clerical support responsibilities as required.
Qualifications: Education: Post Secondary Degree or Diploma in Business Administration, or equivalent combination of education and work experience.
Preferred Work Experience: Approximately 5+ years of office administration experience, with a focus on financial administration.
Preferred Sector Experience: Administrative experience from a Treasury, Accounting, Banking, Investment or Family Office setting preferred.
Technical and Language Skills Requirements:
- Advanced proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint (will be tested).
- Excellent keyboarding, proof-reading, and attention to detail (will be tested).
- Strong arithmetic skills (may be tested).
- Superior English communication skills, both written and verbal, including advanced level business writing skills, excellent spelling, grammar, proofreading and syntax (may be tested), and polished, professional telephone manners.
Task -Based Qualifications and Additional Attributes:
- High degree of financial literacy.
- Punctual, responsible, and reliable. Demonstrated record of professional conduct and character.
- Pleasant and courteous. Demonstrated commitment to client service and professional representation of the organization.
- Proven ability to professionally handle confidential information and exercise good judgement in the interpretation and application of instructions and organization policy.
- Superior attention to detail, and organized, methodical approach to completion of tasks.
- Advanced organizational, coordinative and time management skills, with the ability to prioritize tasks effectively for self and others, meet tight deadlines and work well under pressure.
- Demonstrated ability to work well both independently and collaboratively, and liaise effectively with a wide and diverse range of internal and external professional contacts.
Additional Requirements:
- Must be legally entitled to work in Canada, providing satisfactory documentation upon request.
- Ability to work 100% onsite, abiding by organization health and safety policies.
- Ability to declare personal Non-Conflict of Interest in execution of position responsibilities.
- Provision of certification of full COVID-19 vaccination series prior to assignment start, subject to reasonable accommodation per the Ontario Human Rights Code.
- Satisfactory Background Checks, Technical Skills Evaluations, and Employment References.
Application Notes: We thank all applicants for their interest but wish to advise that only those selected for an interview will be contacted. Please note that Marberg Staffing updates job posts regularly, and external job boards may not reflect these changes in a timely fashion. Please refer to https://marberg.com/career-portalfor the most current information including salary range. Please note that for this position, Marberg Staffing only accepts applications through Indeed.ca, LinkedIn and marberg.com. Candidates are only contacted via official phone call, email, or LinkedIn message from Marberg Staffing. Please disregard any initial contact through other mediums such as text message. Marberg is committed to supporting workplace diversity and inclusivity, to reflect the demographic profile of all Ontarians. Applications are encouraged from equity seeking groups including people of colour, Indigenous people, individuals with disabilities, and people from the LGBTQ2S community.
