Maximizer Software jobs
- Logan KatzOttawa, ON K2E 8A3
- Strong working knowledge of MS Word/Excel/Outlook 2010 or newer is essential; experience using Maximizer CRM, TaxPrep and/or Caseware Time & Billing software…
- View all Logan Katz jobs - Ottawa jobs - Executive Assistant jobs in Ottawa, ON
- Salary Search: EXECUTIVE ASSISTANT salaries in Ottawa, ON
Technical Sales Representative
Easily applyJohn Brooks CompanyMontréal-Ouest, QC- Working knowledge of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) software systems.
- College Diploma in a related field.
- Canaccord Genuity Corp.Oakville, ON
- $135,000–$200,000 a year
- Full-time
- Stock options
- Prepare and maintain comprehensive financial plans using Conquest software, tailoring recommendations to address the complex needs of high-net-worth and ultra-…
- Canaccord Genuity Corp.Vancouver, BC
- $50,000–$70,000 a year
- Full-time
- Competitive Total Compensation Range: $50 to $70K annually depending on experience & credentials.
- SWP+ serves Canadian and US investors/households with…
- Raymond James Financial, Inc.Calgary, AB
- $45,000–$55,000 a year
- Full-time
- CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
- The primary role of the Licensed Financial Advisor…
- Wellington-Altus Private Wealth Inc.Calgary, AB T2P 4K9
- Permanent
- Proficiency in Microsoft Office Suite (particularly Excel) and working knowledge of financial planning software applications (Conquest) and CRM applications (…
- Wellington-Altus Private Wealth Inc.Calgary, AB T2P 4K9
- Permanent
- Proficiency in Microsoft Office Suite (particularly Excel) and working knowledge of financial planning software applications (Conquest) and CRM applications (…
Customer Care Administrator
Easily applyConcord Pacific Developments Corp.Vancouver, BC V6E 2M6- $50,000–$60,000 a year
- Full-time
- Weekends as needed
- Experience in Avesdo, Spark, Maximizer or other CRM and contract management software systems is an advantage.
- Build and modify e-mail templates and perform mass…
Investment Advisor
Easily applyFirstOntario Credit UnionHamilton, ON- $69,931–$96,155 a year
- Full-time
- Maintain accurate member records and documentation using Dataphile, the dealer record keeping system, planning software (Conquest), CRM (Maximizer), client…
Sales Coordinator- Mat Leave Coverage
Easily applySandman Hotel GroupSaskatoon, SK S7J 0S5- Full-time
- Computer literate with knowledge of a variety of computer software applications, including the Microsoft Office Suite and Maximizer.
View similar jobs with this employerSales Coordinator
Easily applyNewSandman Hotel GroupHamilton, ON- $45,000–$50,000 a year
- Full-time
- Vision care
- Dental care
- Life insurance
- RRSP match
- Extended health care
- Computer literate with knowledge of a variety of computer software applications, including the Microsoft Office Suite and Maximizer.
View similar jobs with this employerSales Coordinator
Easily applyNewSandman Hotel GroupOakville, ON- $45,000–$50,000 a year
- Full-time
- Vision care
- Dental care
- Life insurance
- RRSP match
- Extended health care
- Computer literate with knowledge of a variety of computer software applications, including the Microsoft Office Suite and Maximizer.
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Job Post Details
EXECUTIVE ASSISTANT
EXECUTIVE ASSISTANT
Job details
Full job description
At Logan Katz, quality is as much a measure of accuracy and attention to detail as it is demonstrating respect for the interests and objectives of every client, our community, our environment and each other. It is this belief and culture that has allowed us to attract and retain high-quality, professional staff.
This position reports to the manager of administration and provides support for the partners, as well as works with the administrative team to ensure the efficient day-to-day operations of the firm.
- Scheduling of client meetings and teleconferences.
- Researching and compiling information, contacting government authorities on behalf of the firm and our clients.
- General administrative responsibilities including typing/formatting correspondence and proposals, preparing general reports.
- Preparing PowerPoint presentations for various speaking engagements, and assisting with coordination of internal and external events, seminars and sponsorships as required.
- Coordinating and recording minutes of at internal committee meetings.
- Coordinating travel arrangements when required.
- Providing superior reception service (as a backup for sick days and vacation leave as required).
- Strong working knowledge of MS Word/Excel/Outlook 2010 or newer is essential; experience using Maximizer CRM, TaxPrep and/or Caseware Time & Billing software would be considered definite assets.
- Accurate typing and data entry skills.
- Superior communication skills, strict attention to detail and ability to prioritize and multi-task in a busy, deadline-oriented environment.
- Completion of a recognized administrative program, diploma or certificate.
- 3+ years’ experience in a similar role.
- The ability to speak and write in both official languages is an asset.
- We thank all applicants; however please note, only those selected for further consideration will be contacted.
DIVERSITY & EQUAL
OPPORTUNITIES
We include our people.
We pride ourselves in being a respectful and inclusive firm, valuing diversity and fostering equal opportunity. We enjoy working with our richly diverse team and regard our diversity as an asset which helps us to achieve a better understanding of ourselves, each other, and our clients. We encourage active participation and inclusion of all staff in firm professional and social activities. We work hard to ensure that every staff member is afforded the same opportunities for merit, achievement, and progression. Why? Because it matters to us.