Ville : Ottawa

Catégorie : Hourly Temporary/Contract

Industrie : Recruitment/Staffing

Employeur : The Adecco Group

Adecco is currently hiring an Administrative Assistant (Financial Services) for a full-time, 7-month contract position in Ottawa, ON (east end). This opportunity is ideal for a highly organized and detail-oriented individual with administrative experience in a financial or insurance environment who thrives in a client-focused, fast-paced setting.

As an Administrative Assistant, you will be responsible for supporting advisors and clients through a variety of administrative, client service, and coordination tasks. You will play a key role in maintaining accurate records, facilitating communication, and ensuring efficient day-to-day office operations.

• Pay Rate: $19.00 – $20.00/hour

• Location: Ottawa, ON (East End, On-site)

• Schedule: Full-time

• Contract: Temporary (7 months)

• Vacancy Status: This posting is for an existing vacancy.

Responsibilities:

• Sort, process, verify, and file applications, receipts, tax returns, mutual funds, cheques, and other financial documents

• Greet visitors, determine the nature of their inquiry, and direct them to the appropriate contact

• Collaborate with internal teams to identify process improvements and support operational efficiencies

• Communicate with managers and colleagues regarding updates, issues, and changes

• Respond to inquiries from the central operations team and provide timely support

• Maintain and update CRM records and generate reports as required

• Provide administrative, client service, and business development support to advisors

• Contact clients to schedule appointments, follow-ups, and assist with incomplete documentation

• Provide basic information regarding client accounts and available services

• Process and distribute mail and coordinate information flow across departments

• Assist clients with completing forms, including beneficiary changes, and respond to general inquiries

• Organize conference calls, webinars, and client outreach initiatives

• Prepare meeting packages, scan documentation, and upload to CRM systems

• Maintain office supplies, coordinate equipment servicing, and ensure smooth office operations

• Prepare, edit, and proofread correspondence, reports, presentations, and other documentation

• Schedule and manage appointments, meetings, and calendars

• Process financial transactions, including preparing and submitting bank deposits

• Manage petty cash and corporate credit card expenses as required

• Prepare invoices and cheque requests

• Ensure regulatory documents and reports are properly maintained and stocked

• Maintain confidentiality and ensure the security of sensitive information

• Ensure compliance with organizational policies, procedures, and health and safety standards

• Perform additional administrative duties as assigned

Requirements:

• Experience in providing administrative support within a financial planning, insurance, or related environment

• Knowledge of office administration procedures within financial or insurance industries

• Understanding of general lending practices and financial terminology

• Experience with data entry, record-keeping, and maintaining filing systems

• Strong proofreading and document preparation skills

• Experience drafting correspondence and reports

• Strong time management and organizational skills

• Excellent communication and interpersonal skills

• Ability to manage multiple priorities in a fast-paced environment

• Attention to detail and accuracy in handling financial and client information

• Ability to work independently and collaboratively within a team

• Must be legally authorized to work and reside in Canada.

Ce poste vous intéresse? Postulez dès maintenant! Notre équipe de recruteurs dynamique est prête à vous accueillir et à vous accompagner sur la voie de la réussite!

* * L'utilisation du genre féminin/masculin a été adoptée afin d'alléger la lecture du texte et n'a aucune intention discriminatoire

* Seules les candidatures retenues seront contactées.

Chez Adecco, notre objectif est simple: faire en sorte que l’avenir fonctionne pour tout le monde. Nous vivons nos valeurs — Passion, Collaboration, Inclusion, Courage et Clients au cœur; en favorisant un milieu de travail où la diversité est célébrée et où chaque voix compte. Nous encourageons les candidatures de personnes issues de tous horizons et identités. Ensemble, nous façonnons un avenir qui fonctionne pour tous.

Si vous souhaitez en savoir plus sur l'Aspire Academy afin d'améliorer vos compétences pour votre prochain poste !

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