Job Description

Office Administrator (Back Office)

Employer: Moneystrat Securities Inc. 

Location:13 Summerhill Avenue,
Toronto, ON, M4T 1A9

Workplace information: On site

Salary: 26.95 hourly / 35 hours per Week

Terms of employment: Permanent employment

      Full time - Day Shift

Start date: Starts as soon as possible

Vacancies: 1 vacancy

Overview

Languages: English

Education: Bachelor's degree

Experience: 1 year to less than 2 years

On site: Work must be completed at the physical location. There is no option to work remotely.

Work setting: Private sector

Responsibilities

Tasks

• Implement new administrative procedures.

• Review and evaluate new administrative procedures.

• Establish work priorities and ensure procedures are followed and deadlines are met.

• Carry out administrative activities of establishment.

• Accurately and promptly process client orders, ensuring compliance with regulatory and company procedures, and manage all related documentation.

• Prepare and distribute commission reports semi-monthly, ensuring accuracy and timeliness.

• Process Letters of Indemnity for trade errors, ensuring clients receive the correct trade date price.

• Track and manage external transfers, coordinating with transfer departments of relinquishing institutions.

• Manage internal software-generated transactions, reconciling and merging as necessary, and removing system-generated duplicates.

• Implement new systems as necessary and update the client database with relevant changes.

• Stay current on back-office system changes, including upgrades, and advise the team on system functions and features.

• Prepare deposits for client and commission cheques received and manage bank transactions.

• Track non-financial updates, including systematic plans, beneficiary changes, advisory fees, address updates, and tax information changes.

• Coordinate and plan for office services such as equipment, supplies, forms, disposal of assets, and maintenance. 

• Assemble data and prepare periodic and special reports, manuals and correspondence.

• Perform data entry

• Oversee and coordinate office administrative procedures

• Resolve conflict situations

• Monitor and evaluate

Experience and specialization

Computer and technology knowledge

• Electronic mail

• Electronic scheduler

• Spreadsheet

• Inventory control software

• MS Excel

• MS Office

• MS Outlook

• MS PowerPoint

• MS Windows

• MS Word

• Project management software

Additional information

Transportation/travel information: Public transportation is available

Work conditions and physical capabilities

• Ability to work independently

• Fast-paced environment

• Work under pressure

• Tight deadlines

• Attention to detail

• Large workload

Personal suitability

• Efficient interpersonal skills

• Excellent oral communication

• Excellent written communication

• Flexibility

• Organized

• Reliability

• Ability to multitask

• Time management

• Adaptability

• Integrity

• Team player

Employment groups 

This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:

• Support for persons with disabilities - Offers mentorship, coaching and/or networking opportunities for persons with disabilities

• Support for newcomers and refugees - Offers mentorship programs that pair newcomers and/or refugees with experienced employees

• Support for youths - Offers mentorship, coaching and/or networking opportunities for youth

• Support for Veterans - Offers mentorship, coaching and/or networking opportunities for Veterans

• Support for Indigenous people - Offers mentorship, coaching and/or networking opportunities for Indigenous workers

• Support for mature workers - Offers mentorship, coaching and/or networking opportunities for mature workers

• Supports for visible minorities - Offers mentorship programs that pair members of visible minorities with experienced employees

Who can apply to this job?

Only apply to this job if:

• You are a Canadian citizen, a permanent or a temporary resident of Canada.

• You have a valid Canadian work permit.

If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.

How to apply

By email: jobs.moneystrat@gmail.com

How-to-apply instructions

Here is what you must include in your application:

• Cover letter

• Resume

This job posting includes screening questions. Please answer the following questions when applying:

• Are you available for the advertised start date?

• Are you currently legally able to work in Canada?

• Do you have previous experience in this field of employment?

Advertised until

To be determined