Independent Accountants’ Investment Counsel Inc. (IAIC) www.iaic.cais a discretionary portfolio management company located in Waterloo, Ontario. Established in 1999, IAIC currently manages more than $2.6 billion in private client assets. We provide discretionary investment management and financial planning services for private clients, corporations, estates, foundations, and individual pension plans. IAIC and its affiliated referring CPA firms offer a unique value proposition for the client, carefully integrating investment management with the client’s financial plan and accounting and tax work. We invite you to visit our website at www.iaic.cafor more information about IAIC.
We are currently recruiting for a full-time, contract Operations Administrator starting immediately to May 1, 2024 in our Waterloo office. This position is structured as a hybrid role, working from our Waterloo office on Tuesdays and Thursdays with the remainder of the days working from home.
Duties and Responsibilities:
- Assist with various administrative duties (data entry, meeting bookings, document preparation)
- Professional and courteous handling of client service enquiries (phone and email)
- Executing transactions as requested by Portfolio Managers and Financial Planners
- Reconciliations
- Assisting team with quarterly statement production
- Completing day-to-day scanning and filing of confidential client documents
- Supporting the team with other projects and responsibilities as required
The successful candidate will have:
- Post-secondary education or previous banking/wealth management experience
- Ability to take initiative, ownership of outcomes and a proactive work approach
- Excellent communications skills, both verbal and written
- Excellent interpersonal skills
- Analytical and detail-oriented
- Exceptional organization and time management skills
- Understands and recognizes priorities and operates with a sense of urgency
- Ability to work as part of a team and independently
- Excellent time management and problem-solving skills
- Proficiency in Microsoft Word, Excel, and Outlook
- Ability to work in a team environment
Why work for us?
- Competitive wage
- Opportunity to grow in the role, with the team and within the organization
- Rewarding career with a growing organization
- Great company culture
- Hybrid work environment
If are you interested in a position with a successful and growing organization, please submit your resume to [email protected]
We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.
We thank all candidates for their interest; however only those candidates selected for further screening will be contacted.
Job Types: Full-time, Fixed term contract
Contract length: 7 months
Salary: $40,000.00-$45,000.00 per year
Benefits:
- On-site parking
- Work from home
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to commute/relocate:
- Waterloo, ON N2L 4E9: reliably commute or plan to relocate before starting work (required)
Education:
- Secondary School (required)
Experience:
- Banking / Wealth Management: 1 year (preferred)
- Administrative experience: 1 year (preferred)
Work Location: Hybrid remote in Waterloo, ON N2L 4E9
Application deadline: 2023-10-09
