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Employment Status
Permanent Full-Time
Ottawa, ON
Reporting To
Portfolio Manager(s) and Branch Management Team
Job Id
OTT - 007
Job Level
Seniority Level
Position Overview

We are seeking an individual to join our team in the Ottawa office. As an Assistant the incumbent will contribute to growing the business by providing support to the Portfolio Manager(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.

Duties & Responsibilities

Portfolio Manager Support:

  • Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
  • Assist the Portfolio Manager(s) in preparing account documentation including client reviews, presentations, correspondance and reports

Client Service:

  • Foster and support client relationships
  • Respond to requests for information from clients
  • Investigate and resolve inquiries related to accounts
  • Request information and documentation from clients in order to open accounts and keep client files up to date
  • Follow up on client trades to ensure proper settlement and delivery


  • Maintain expense records and spreadsheets
  • Filing and general administrative office duties as required
  • Adhere to professional practices and standards, as well as internal processes and controls
Skills & Qualifications
  • Superior client relationship management skills
  • Demonstrate a professional and friendly manner
  • Excellent verbal and written communication skills in English (French an asset)
  • Relevant experience in the financial sector and/or administrative experience
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
  • Strong organizational skills
  • Meticulous attention to detail
  • Ability to prioritize, multitask, work within time constraints and follow-up
  • Ability to work in a team environment
  • Ability to quickly learn new technologies and programs
  • Post-secondary education
  • Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
  • Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative