Office Administrator Job

We are currently looking for an Office Administrator to join our Markham office.This position is responsible for providing daily administrative support to ensure seamless operations in the Markham office. This includes providing administrative and executive-level support to Portfolio Managers and Investment Analysts.

Responsibilities include but are not limited to:

- Maintain, document, and oversee standard administrative processes and procedures, driving continuous improvement for these processes.
- Prioritize administrative tasks, manage Outlook calendars, travel schedules, and reservations, and process expense reports for senior managers.
- Manage all meeting rooms in the Markham office and related Outlook calendars, as well as track all Broker Research meetings.
- Act as Security Coordinator for computer security access requests and any related processes for new employees.
- Prepare the operating budget and maintain the office supplies inventory, ensuring that office equipment and services are in working order.
- Create various internal and external documents, including compiling and preparing reports, as well as filing correspondence and other records.
- Serve as a liaison with other functional areas, suppliers, and service providers to resolve administrative and operational problems, and ensure the office environment is tidy and professional.
- Perform basic bookkeeping duties, including invoicing, processing refund checks, and reconciling bank and credit card statements.
- Assist in the preparation of regularly scheduled reports.
- Create, organize, and maintain comprehensive client profiles.
- Communicate professionally and effectively with clients, providing information and collecting necessary documents.
- Train new employees on company policies and regular procedures.
- Perform other duties and responsibilities as assigned.

- Bachelor’s Degree
- At least one year of administrative experience, preferably in the financial services industry
- Basic bookkeeping knowledge is required
- Well-developed computer skills in PC applications (MS Word, Excel, and PowerPoint)
- Ability to organize and prioritize multiple tasks under tight deadlines, with proven ability to communicate effectively (both oral and written) with individuals at all levels
- Ability to work independently and effectively in a highly organized and professional environment where attention to detail is required
- The ability to communicate in both French and English is considered an asset
- Excellent organizational and time management skills, with the ability to multi-task and prioritize work
- Attention to detail and problem-solving skills
- Ability to work independently with little supervision
- Familiarity with the financial services or related industry is an advantage

We welcome qualified candidates to contact us by email and submit resumes. Please note that only selected candidates will be contacted.

Please apply via email ONLY: [email protected]

With a commitment to excellence and a focus on personalized service, Stanley Financial Planning & Wealth Management Inc. specializes in crafting comprehensive financial solutions tailored to each client’s unique needs. Our services include Financial Security, Estate Transfer, Retirement Planning, Wealth Management, Tax Strategies, Financial Planning, and more. We integrate all available knowledge and expertise to assist clients in achieving their goals, optimizing their financial position, and minimizing risk.Currently, we have three offices: Markham in Ontario, Richmond in British Columbia, and Charlottetown in Prince Edward Island.