Global Investment Solutions

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

Phone:	905-842-4242
Email:	info@global-i-s.com

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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.

Responsibilities:

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: jobs@global-i-s.com

IMPORTANT: Click here to download questionnaire