Financial Services Administrative Associate in Ottawa

Financial Services Administrative Associate in Ottawa

Ottawa Full-Time On-site
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Support Conexus advisors on-site across Saskatchewan using financial administration, accuracy, and organized member service in a full-time temporary assignment.

As an Associate, Financial Services, you will provide back-office consumer administration for Conexus East Advisors. The work involves high volumes, internal coordination, member documents, transactions, reports, and files. You will also support consumer accounts, lending, and investment data while identifying needs and referring opportunities.

Key Responsibilities:

  • Provide administrative support to Conexus retail team members
  • Liaise between Advisors and internal departments
  • Identify needs and refer opportunities to Advisors
  • Process member documents, transactions, reports, and files
  • Maintain accurate consumer, lending, and investment data

Requirements:

  • One year of financial industry experience
  • Proven success managing fluctuating, high-volume workloads
  • Organized approach with strong deadline awareness
  • Integrity, curiosity, and willingness to improve processes
  • Consumer, deposit, and lending administration knowledge is an asset

Apply financial administration, accuracy, and relationship support skills as a Conexus Financial Services Associate across Saskatchewan.

Financial Services Administrative Associate in Ottawa employer: HR Ghost Board

HR Ghost Board offers a dynamic work environment that emphasizes professional growth and development. Employees benefit from a culture of collaboration and support, with opportunities to engage in meaningful projects that enhance governance and risk management practices. The organization values integrity and excellence, making it an attractive employer for those seeking to make a significant impact in the financial services sector.

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Contact Details:

HR Ghost Board Recruitment Team