Office Administrative Assistant

FORTAX Private Wealth Corp. is seeking for a qualified Office Administrative Assistant (OAA) to join our team. You will serve as a point of contact for clients with queries about services, procedures and pricing while providing support for the rest of the team. 

Our ideal candidate is goal-oriented and has a deep knowledge of best customer service practices. If you have exceptional organizational skills, and draw energy from being part of a team, we would like to meet you. Ultimately, you should be able to contribute to high quality customer service and help the rest of the team to achieve sales targets. 


Our firm specializes in tax consultation & preparation, wealth management, and insurance. We aim to bring ingenuity, professionalism, and cultural inclusiveness into our employee and client interactions. 


The Office Administrative Assistant is responsible for providing support to managers, employees, and clients while ensuring that all interactions are positive and productive. The OAA is responsible for completing a variety of office tasks, including but not limited to: 

  • Answer the phone, explain our process to the new or existing clients 
  • Convert Price Seekers calls into new clients 
  • Process service request and answer queries via email and phone in a professional and timely manner 
  • Contact clients to obtain missing information or answer queries 
  • Communicate important feedback from customers internally 
  • Stay up-to-date with new products and features 
  • Receive and organize documents, review and update policies 
  • Organize upcoming meetings within the office setting 
  • Maintain inventory of office supplies and reorder when necessary 
  • Assist in scheduling meetings for managers, employees, and clients 
  • Collaborate with our marketing team to create new templates to improve our client satisfaction ratings, and NPS scores and testimonials 
  • Anticipate others need in order to ensure their seamless and positive experience 
  • Assist the CEO’s day-to-day activities, emails and calendar 
  • Organize team building experiences that foster a healthy business relationship 
  • Create guides, systems, and processes that improve our operational efficiency 
  • Assist onboarding new clients, and explaining our system 


  • Associate’s Degree in a related field 
  • Proven work experience as an Office Administrative Assistant in the Financial Industry 
  • Eager to learn about financial services such as taxation, wealth management, and insurance 


  • Demonstrated ability to take the initiative, and problem-solve 
  • Detail-oriented and highly organized 
  • Excellent organizational, multitasking, and time management skills 
  • Ability to work independently and as a team member 
  • Strong written and verbal communication skills 
  • Confident speaker with the ability to answer queries to our clients via phone 
  • Effectively handle multiple priorities 
  • Display integrity, empathy, and sincerity while contributing to the positive company culture 
  • Excellent interpersonal and relationship-building skills 
  • Proficient with Microsoft Office, Microsoft Teams, Outlook, Google Drive, Calendly, Zoom, and Adobe 
  • Able to take decisions for the greater good of the organization and team 

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