Job Specifications
Licensed Assistant
Contract Length: 18 months
Location : Ottawa, ON
Job Requirements:
An undergraduate degree is strongly preferred Previous experience in a similar role, preferably within the financial industry.
Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint)
Fluent in CRM/Salesforce and Power BI is an asset Exceptional organizational and time management skills.
Excellent verbal and written communication skills Strong attention to detail and ability to prioritize tasks effectively.
Proven ability to work in a team environment.
Discretion and the ability to handle sensitive information with integrity Knowledge of financial terminology and concepts is a plus, but not required.
Ability to build effective partnerships.
Unwavering curiosity and a passion for learning
Client Support
Act as the first point of contact for clients, answering questions and addressing service needs.
Assist with account maintenance, such as updating client information, processing requests, and executing transactions.
Schedule and coordinate client meetings, preparing necessary documentation and reports.
Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service.
Administrative Tasks
Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
Handle incoming correspondence, prioritize, and distribute to the appropriate team members.
Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.
Prepare client reports, statements, and presentations for meetings.
Compliance and Documentation
Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards.
Stay updated on regulatory changes and work with the compliance department to ensure adherence.
Assist in preparing for audits and regulatory reviews.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the Canada, Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Dexian will on request provide accommodation for disabilities to support your participation in all aspects of Recruitment, Assessment and selection process
About the Company
Dexian is a leading provider of staffing, IT, and workforce solutions with nearly 12,000 employees and 70 locations worldwide. As one of the largest IT and professional staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was launched in 2023 and created from the combination of DISYS, Signature Consultants, and other strategic acquisitions.
Dexian fuses the best elements of its legacy companies to create a platform that connects talent, technology, and organizations to produce game-chan...
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