Regional Administrative Specialist Ottawa Jobs in Quebec

Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, non-registered investments and applicable taxrelated issues

You will work with a Advisors, as well as a larger Regional team of Administrators.

You will maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.

You will ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently.

You will liaise with Accountants and third parties to provide tax documents or statements as requested.

You will perform general office duties, including reception coverage, when required.

Experience with Shopify, Square, Slack, G-Suite;

Interest and knowledge of photography is considered to be an asset.

Full-time employer benefits: Complete Group Insurance Benefits Package [incl. life, disability, spousal]

Screen all fresh leads, via text message, for the Account Executives across all studios;

Maintain clear, concise, and consistent communication between studio employees, HQ, and incoming/arriving guests;

Respond to the time-sensitive communications of absent Account Executives from their respective clients and provide the appropriate solution/response for them;