Job Overview
We are seeking a motivated Entry-Level Financial Services Administrator & Billing & Office Assistant to support our financial operations and office functions. This role offers a flexible schedule, either full-time or part-time, and provides valuable experience in the financial services industry. The ideal candidate will be detail-oriented, eager to learn, and possess a foundational understanding of accounting, investment, and financial services. This position is perfect for individuals interested in developing their career in finance while contributing to a professional team environment.
Responsibilities
- Assist with billing processes, including preparing and sending invoices accurately and timely
- Support daily office operations such as data entry, filing, and document management
- Handle client inquiries related to billing and account information with professionalism
- Maintain accurate records of transactions and client information within financial software systems
- Support the preparation of financial reports and summaries as needed
- Collaborate with team members to ensure smooth workflow and customer service excellence
- Contribute to ongoing process improvements within administrative and financial procedures
Requirements
- Basic knowledge of accounting principles and practices
- Interest or experience in investment and financial services is a plus
- Strong organizational skills with attention to detail
- Excellent communication skills, both written and verbal
- Ability to learn quickly and adapt to new software tools and procedures
- Proficiency in MS Office Suite (Word, Excel) is preferred
- Prior experience in an office or administrative role is advantageous but not required
- A positive attitude, eagerness to learn, and a professional demeanor are essential for success in this role
Pay: $47,637.86-$55,737.67 per year
Benefits:
- Casual dress
- Company pension
- Dental care
- Flexible schedule
- On-site parking
- RRSP match
- Tuition reimbursement
- VRSP
Work Location: In person
