Our successful company acted as the Trustee, Manager and Investment Fund Manager of several closed end investment funds that trade on the TSX. We have recently sold these operations and are currently exploring a new and exciting business venture. We are looking for an Office Administrator (the “OA”) to join our team.
About our New Hire
We are looking for an individual who is able to think “outside the box” and contribute ideas and knowledge to group discussions. We require the services of someone who is dynamic, adaptable and a “take charge” person.
About the Position
We are developing a global equity portfolio to be sold internationally to high net worth clients. We are at the initial stage of the portfolio development and need an OA who will be able to assist the Research team and the Accounting team while at the same time oversee and manage all aspects of office administration. Upon the launch of the private equity portfolio, the OA will also have the opportunity to assist the Sales and Marketing team. He/she will also be expected to interact with clients over the long-term.
This is a rare opportunity for a qualified individual to join us at the “building stage” of what is sure to be an exciting and unique opportunity.
Specific accountabilities include:
Assist the Research team as required and contribute to the overall development of the private equity portfolio (i.e. assist with data analysis, contribute to group discussions, etc.).
Assist the Accounting team with daily tasks and special projects as designated (i.e. oversee and administer employee payroll, monthly reconciliation, etc.).
Oversee the office administration including organizing office events, maintaining office/kitchen supply inventories, office machines (printer, fax, etc.) and acting as liaison with building management and reception duties.
Design and implement office standards, procedures and policies. Assist with drafting internal and external correspondence. Manage all aspects of record retention. Assist the CEO with the human resources of the company including reviewing employee vacation, creating job descriptions, organizing employee reviews, and coordinating and assisting in conducting interviews. Organize external and internal meetings as they arise with vendors/suppliers/other entities. Schedule and coordinate meetings, appointments and travel arrangements for the CEO. Assist with other projects as designated by the CEO as they arise.
- Sales, marketing and public relations:
Assist the Marketing and Sales team with the branding and development of marketing collateral. Interact with high net worth clients over the long-term.
The successful candidate will be a key member of the team. Salary will commensurate with the selected candidate's skills and experience.
The candidate must have the following:
- Bachelor's degree in Commerce, Business Administration or equivalent.
- At least two years of experience in an administrative position.
- At least two years of experience in the financial industry.
The ideal candidate will possess most or all of the following:
- Exceptional interpersonal skills and verbal and written communications skills.
- Ability to show initiative and be pro-active.
- Exceptional organizational skills.
- Able to prioritize and multi-task.
- Outstanding problem solving skills, knowledge of financial, regulatory, and compliance issues in the investment industry.
- Knowledge of QuickBooks.
- CSC and/or CFA Level 1.
Please apply directly by sending your resume with a cover letter (detailing experience and qualifications for this role)