Sr Licensed Administrative Assistant
- Location: Ottawa
- Posting Date: January 30, 2025
- Job Order ID: 1015553
- Consultant: Jesse Zulak
- Industry: Office Admin
MacDonald Search Group has been asked by our family run Financial Planning client to find a first class Sr Licensed Administrative Assistant to join their team in Ottawa. The primary responsibility of this role will be to ensure smooth office operations, regulatory compliance, and client service excellence through administrative and financial transaction support.
Some of what you will do in this role includes:
- Open and close the office daily, ensuring security and organization.
- Manage scheduling, travel planning, and document preparation.
- Oversee client onboarding, CRM management, and meeting coordination.
- Process routine mutual fund transactions and ensure compliance.
- Monitor office licenses, E&O insurance, and continuing education credits.
- 8+ years of administrative experience in financial services.
- Bilingual (French & English) – Full professional proficiency.
- Mutual fund certification (IFIC or CSC) required; LLQP certification is an asset.
- Strong proficiency in Microsoft Office and CRM systems (Equisoft or similar).
- Excellent organizational, multitasking, and communication skills.