Office Administrator

Markham
Job description

Job description

Who we are: We are a well-established financial services office located in Markham. We invest and manage $350M of our clients’ life savings. We work together as a team to assist our clients in all aspects of personal finance including investments, taxation, insurance, and will/estate planning.

No selling is required by anyone here, as we don’t engage in any marketing. Rather, we focus our efforts on ensuring the highest-quality work and this keeps us very busy. So much so, we are now looking to add additional Office Administrators to further enhance our team, and help us increase the value we bring to our clients.

Who you are: You are someone with at least three years of office experience and have a very basic familiarity with investment products (stocks, bonds, GICS, mutual funds) and various account types (such as RSPs, RIFs, TFSAs). We are excited to train you over time with the other areas in which we work.

You are thorough, value accuracy, and feel that attention to detail matters. You prefer a busy day, and thrive in a professional environment. You enjoy variety in your work, and are excited for an opportunity to learn and broaden the scope of your skills.

Lastly, being part of an ethical team - that truly put clients’ interests first - is very important to you.

What we offer: A full-time permanent position working in our office (sorry no remote or hybrid work here), starting immediately.

We offer a competitive salary (commensurate with experience) and annual bonus program, as well as comprehensive employee benefits.

We offer almost unlimited opportunities to learn about personal finance and (while not required) are excited to offer financial support for those wanting to pursue professional courses and designations.

Next steps: Please submit a resume and brief cover letter outlining your interest in this position. We thank all applicants in advance for their interest, but only those candidates short-listed for interviews will be contacted.

Job Type: Full-time

Salary: $50,000.00-$80,000.00 per year

Benefits:

  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • Vision care

Flexible Language Requirement:

  • French not required

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Work Location: One location



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Robert Smith Financial

Markham