Administrative Assistant

Company Description

Mandeville Private Client Inc., part of the Mandeville group of companies, is dedicated to providing clients with exceptional personal service and high-quality financial products. With a commitment to transparency, professionalism, and integrity, we focus on helping clients build and preserve wealth. Offering both traditional and alternative investment opportunities, Mandeville delivers a differentiated approach to wealth creation. As a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada, we adhere to the highest standards of industry compliance and client protection.

Role Description

This is a fixed term contract, on-site Administrative Assistant role located in Ottawa, ON. The Administrative Assistant will handle a variety of day-to-day tasks including managing schedules, onboarding new clients, handling client correspondence, managing and updating “Know Your Client” documentation to meet regulatory standards, performing clerical duties, and providing executive-level administrative support. This role requires strong organizational skills, professional communication abilities, and proficiency in administrative tasks to support the seamless functioning of the team and office operations.

Qualifications

• Proficiency in Administrative Assistance and Clerical Skills to manage schedules, organize documents, and maintain office operations efficiently.
• Strong skills in Phone Etiquette and Communication to manage client interactions, emails, and other correspondence professionally.
• Experience with Executive Administrative Assistance, including supporting senior leadership and managing confidential information effectively.
• Ability to multitask, prioritize, and work independently in a fast-paced environment.
• Familiarity with office software and administrative tools such as word processing, spreadsheets, and scheduling software.
• Relevant experience in an administrative or executive assistant role is a strong asset.
• Diplomatic and professional demeanor, with excellent organizational and time-management skills.
• High school diploma required; post-secondary education or equivalent experience in business, finance, adminstration is considered an asset.