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Global Investment Solutions
208 Wyecroft Road, Suite 201A
Oakville, ON, Canada, L6K 3T8

Phone: 905-842-4242


We provide full-service investment manager research, selection and monitoring.

Give us a call today to arrange an appointment for more information.
  Job Openings

Administrative Assistant
Small financial services consultancy in Oakville seeks Administrative Assistant.

  • Provide administrative support to the president and staff
    • Key: Track and manage deadlines and communication with clients
  • Provide MS Office expertise to internal team in various document requirements including, transferring questionnaire information to a word file report to be distributed to clients
  • Tracking questionnaire responses as part of a quarterly function for quarterly reports
  • Governance documents: tracking status of documents, ensuring all required signatures have been secured and determining where the document is located in the process of completion
  • Ensure appropriate completion of details and documents for money transfers, ensure reconciliation of transfers in a timely manner.
  • Contacting Investment Managers via phone and email.
  • Schedule meetings.
  • Project list controller.
Candidate Profile:
  • Administrative background - minimum 2 years
  • Effective English communication skills for professional written and spoken communications with clients
  • Excellent Microsoft Office skills - Word, Excel, PowerPoint
  • Detail Oriented, organized
  • Knowledge of/or previous experience in investment industry would be an asset but not necessary
Work Environment:
  • Small financial services consultancy firm in Oakville.
  • Offering 3-4 days/week, flexible hours - The work load might not evenly distributed across each quarter
    • The heaviest load is quarter end reporting
    • Approximately 4 hours a day 4 days a week
Salary: $20-$25 per hour

To Apply: Please send questionnaire AND resume to:

IMPORTANT: Click here to download questionnaire


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