Overview

Office Administrator at Boutique Firm Jobs in Burlington, Canada at Elby Professional Recruitment

Position: In-Office Administrator at Boutique Firm
Join a Burlington-based boutique investment firm as an in-office Administrator. This role is perfect for detail-oriented professionals who excel in focused, independent work within a skilled office environment.

This position requires a capable individual to manage investment documentation, including subscription agreements and onboarding materials. As the first point of contact for advisor-related inquiries, you’ll provide critical information regarding funds and portfolios while ensuring office cleanliness and organization.

Key Responsibilities:

• Assist in preparing and tracking investment documentation

• Verify and maintain accurate investor records

• Serve as the contact for advisor-related inquiries

• Ensure office areas are clean and well-stocked

Requirements:

• 2+ years in an administrative role

• Strong Microsoft Office skills, especially Excel

• Highly detail-oriented and organized

• Ability to work independently and solve problems

Leverage your administrative skills and technology proficiency to contribute to this boutique investment team’s success in Burlington.
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Title: Office Administrator at Boutique Firm

Company: Elby Professional Recruitment

Location: Burlington, Canada

Category:

 

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