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Full-time Administrative Assistant

at Independent Accountants’ Investment Counsel Inc. in Waterloo

Independent Accountants’ Investment Counsel Inc. (IAIC) www.iaic.ca is a discretionary portfolio management company with offices in Waterloo and Listowel, Ontario.  As part of the Independent Accountants’ Financial Group Inc. (IAFG) (www.iafgfirms.ca), IAIC is affiliated with the Independent Accountants’ Life Insurance Agency Inc. (IALIA) www.ialia.ca which is a life insurance services company with offices in Waterloo and Listowel, Ontario.

Established in 1999, IAIC currently manages more than $2.6 billion in private client assets. We provide discretionary investment management and financial planning services for private clients, corporations, estates, foundations, and individual pension plans. IAIC and its affiliated referring CPA firms offer a unique value proposition for the client, carefully integrating investment management with the client’s financial plan and accounting and tax work.  We invite you to visit our website at www.iaic.ca for more information about IAIC.

We are currently recruiting for a part-time Administrative Assistant to support the IAIC Client Services Team starting immediately to May 1, 2023 in our Waterloo or Listowel office with the flexibility of working from home at times. This position has the potential to continue past May 1, 2023.

Duties and Responsibilities:

  • Courteously answering and responding to in-bound phone calls and emails;
  • Assisting team with quarterly statement production;
  • Completing day-to-day scanning and filing of confidential client documents;
  • Reconciling the daily trade ledger;
  • Assisting with various administrative duties (such as data entry and creating letters and spreadsheets); and
  • Supporting team with other projects as needed.

 

 The successful candidate will have:

  • Post-secondary education or previous office experience;
  • High attention to detail;
  • Ability to work as part of a team and independently;
  • Willingness to learn;
  • Excellent time management and problem-solving skills;
  • Excellent verbal and written communication skills;
  • Proficiency in Microsoft Word, Excel, and Outlook; and
  • Ability to work up to seven hours per day, five days a week.

 

Why work for us?

•           Full Time opportunity

•           Competitive wage

•           Employee and Family Assistance Program

•           Competitive Benefit Offering

•           Rewarding career with a growing organization

•           Great company culture

•           Flexibility of working from home at times

 

If are you interested in a position with a successful and growing organization, please submit your resume to HR@iaic.ca

We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.

We thank all candidates for their interest; however only those candidates selected for further screening will be contacted. 



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Full-time Client Service Representative at Independent Accountants’ Investment Counsel Inc. in Waterloo 04-08-2022

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Published at 04-08-2022
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