Mobile Mortgage Specialist Assistant

Administrative Assistant (Financial Services / Advisor Support)

Job Overview : The incumbent will support corporate advisors by handling administrative tasks, client service, and account management. Must hold relevant securities licenses (e.g., CSC, CPH, WME). Detail‑oriented and highly organized.

What it’s like to work here : Hourly salary of $27–$29; 19‑month contract; full‑time 37.5 hours per week; hybrid role with 3 days in the Ottawa office; inclusive team.

Responsibilities :

• Act as the first point of contact for clients.
• Assist with account maintenance, updating client info, processing requests, executing transactions.
• Schedule and coordinate client meetings, prepare documentation and reports.
• Respond promptly to inquiries via phone, email, or in‑person.
• Manage the advisor’s calendar and schedule appointments.
• Handle incoming correspondence, prioritize, and distribute.
• Maintain accurate client records in CRM systems, ensuring compliance.
• Prepare client reports, statements, and presentations.
• Ensure documentation is properly filled out, signed, and filed.
• Stay updated on regulatory changes and work with compliance.
• Assist in preparing for audits and regulatory reviews.
• Process account openings, transfers, and updates.
• Handle submission of trade orders under direction of investment advisor.
• Monitor account activities and ensure timely execution.
• Assist the advisor in developing financial plans, portfolio reviews, and investment proposals.
• Gather and organize financial data and research.
• Support in preparing investment reports and analysis for clients.

What You’ll Need to Succeed :

Why Recruit Action?

Recruit Action (agency permit : AP‑) provides recruitment services through quality support and a personalized approach to job seekers and businesses.

Salesforce QA (Toronto)

The role involves functional and configuration testing on Salesforce CRM applications, performing manual and automation testing for Force.com custom applications, and collaborating with cross‑functional teams.

Responsibilities :

Qualifications :

#J-18808-Ljbffr