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Caldwell Securities Ltd.: Administrative Assistant

Caldwell Securities Ltd.

This is a Contract position in Montreal, QC posted February 19, 2021.

Caldwell Securities Ltd.

(“Caldwell”) is a majority employee-owned investment dealer that has been providing sophisticated and experienced investment and wealth management advice to individuals and corporations since 1981.

Caldwell’s primary business includes investment management services; mutual fund sales;and retail and institutional sales.

Caldwell is a member of the Investment Industry Regulatory Organization of Canada (“IIROC”) and runs its own self-clearing operations.As anAdministrative Assistantfor Caldwell Securities Ltd.

you will play an important role in supporting a Director andInvestment Advisorin Toronto, Ontario.What will you do?Provide administrative support to an ExecutiveDevelop and maintain excel, word and power point documentsWork on special sales projectsHelp maintain current knowledge of client accounts by reviewing daily activity online and applicable reportsProvide world class client service to our valued clientsResearch and resolve inquiries and issues related to accounts and escalate to the Investment Advisor, Management where appropriateWhat do you need to succeed?Strong language skills – verbal and writtenAbove average mathematical acumenExceptional client service skillsExcellent interpersonal skillsOrganized, process orientedProactive, problem solver, analyticalGreat attitude and personable – a go-getterA can-do, proactive approach to sales supportIndustry knowledge preferredAbility to plan, organize, and prioritizeAbility to deliver and follow through to the end on projectsProficient with PowerPoint, Excel, CRMs, OutlookStrong with technology — Webex / Zoom / Teams, social media for work etc.Previous administrative experiencePrevious financial service / brokerage industry experienceA post-secondary degree is an asset (business related diploma or degree is an asset)Five years in experience as an Administrative Assistant is requiredInvestment Industry Courses and designations are assets (eg CSC, CPH, WME, Investment Representative/ Registered Representative Designation) What we offer?A comprehensive Total Rewards Program including competitive base pay, bonus opportunities and benefitsThe ability to make a difference and lasting impactA progressive, and high performing teamJoin Caldwell and be part of a highly engaged and collaborative team, where employees:(i) can reach their full potential,(ii) consistently deliver high-quality client experiences; and(iii) producesignificant results.

Caldwell is an equal opportunity employer.To apply for this position, please send your covering letter and resume to thank all applicants; however, only those selected for an interview will be contacted.No telephone inquiries please.