Our client is a purpose-driven financial services firm and they are currently seeking a Financial Coordinator/Assistant to join their collaborative and client-focused Financial Services Team in Ottawa. As the Financial Coordinator/Assistant, you will support investment operations, client communications, and compliance activities. You’ll manage financial data, assist with audits and documentation, and provide exceptional service to clients and stakeholders. This is an exciting opportunity to contribute to a firm that blends finance with philanthropy in a meaningful way.

Roles and Responsibilities

• Create, maintain, and analyze financial tracking spreadsheets; prepare recurring and ad hoc reports for internal use.

• Conduct financial research and prepare data/statistical reports as required.

• Communicate with clients and vendors via phone, email, or video call, responding to financial inquiries and providing updates.

• Support compliance-related processes.

• Reviewing investment packages to ensure client information is accurate.

• Preparing and tracking investment documentation sent to clients.

• Ensuring all final documents are saved correctly in client files.

• Perform audits on investment files and assist with internal/external audit processes.

• Distribute quarterly investment statements to clients.

• Assist with preparation of annual tax packages for clients.

• Maintain updated records in the contact management database.

Qualifications and Skills

• Degree in Commerce, Finance, or related field; equivalent experience also considered.

• Excellent communication skills in English (verbal and written); French fluency is a strong asset.

• Strong organizational skills with the ability to prioritize tasks and manage changing deadlines.

• Detail-oriented with a high degree of accuracy in data management.

• Proficient in Microsoft Office Suite, especially Excel (advanced functions, charts, and reporting).