Senior Administrative Assistant

at  Grandmaster Financial Planning DFSIN Ottawa

SENIOR ADMINISTRATIVE ASSISTANT (5+ YEARS OF EXPERIENCE) - FULL TIME

100% In-Office. Ottawa.
Grandmaster Financial Planning | Desjardins Financial Security Independent Network

INTRODUCTION:

Join our mission at Grandmaster Financial Planning, a rapidly growing, independent boutique firm specializing in advanced financial planning. We’re seeking an extraordinarily organized and experienced Senior Administrative Assistant to support our team. This position plays a crucial role in ensuring smooth daily operations and high client satisfaction. If you have a passion for detail and thrive in a fast-paced environment, we want you to join us.
We specialize in delivering comprehensive services including retirement, risk management, and estate planning, with a distinct expertise in pension analysis. Our reputation is built on meticulous analysis and customized financial advice. We pride ourselves on being a one-stop financial planning resource, where innovation and strategic solutions are central to our service.
This is more than a job; it’s a career opportunity for someone passionate about making a meaningful impact. You’ll be working alongside some of the most skilled financial planners in the industry, and for the right candidate, we offer a platform for rapid career progression.

HARD SKILLS:

• Fully bilingual in French & English (necessity)
• Proficiency in MS Office Suite (Excel, PowerPoint, Word, Outlook).
• Familiarity with CRMs.
• Strong knowledge of office management systems and procedures.
• Ability to manage complex scheduling and prioritize tasks.

• Tech-savvy and adaptable to new tools quickly.

  Soft Skills:

• Exceptional organizational and multitasking abilities.

• Independent problem-solving ability.
• Ability to work autonomously and as part of a team.
• Superior interpersonal and communication skills.
• Advanced technology skills and adaptability.
• Appreciation for constructive feedback and commitment to personal growth.
• Commitment to intellectual honesty.
• High attention to detail and accuracy, especially under pressure.

EXPERIENCE REQUIRED:

• Minimum of 5+ years in administrative roles
• Proven experience managing office operations in a professional environment.
• Demonstrated success supporting senior management.
• Advantage will be given to administrative assistants with experience in a service business and/or financial advisory.

EDUCATIONAL QUALIFICATIONS:

• Post-secondary education in Business Administration or a related field is preferred.

BENEFITS AND COMPENSATION:

• We’re seeking a distinguished team member who will be compensated above market rates for exceptional talent and work. Starting salary is between $65K and $80k, with the potential to go up to $100K for the right person bringing proven and consistent value to the team.
• Benefits include health insurance, a group retirement plan, and a minimum of two weeks of paid vacation.
• At Grandmaster Financial Planning, we recognize the value of exceptional administrative support. We aim for a long-term relationship with a bilingual admin assistant who thrives under pressure and is passionate about meaningful work that positively impacts people’s lives. This is a demanding position on a demanding team, but your hard work will be rewarded accordingly.

• Provide executive-level administrative support to management and staff.
• Manage calendars, schedule meetings, and coordinate appointments.
• Handle correspondence, manage emails, and respond to inquiries promptly.
• Maintain and organize filing systems, both electronic and physical, ensuring accurate record-keeping.
• Prepare and format documents, reports, and presentations with precision.
• Assist with client onboarding and database management.
• Uphold confidentiality and professionalism in all interactions.
• Organize company events, meetings, and travel arrangements.
• Serve as the first point of contact for visitors and phone inquiries, offering outstanding customer service.