JOB  DETAILS

Key Areas of Responsibilities

• Coordinate business travel arrangements and itineraries for Research staff undertaking domestic and international trips; collaborate with regional CLSA office travel staff for cross-functional coordination.
• Process and verify expense claims, ensuring compliance with policies and procedures; liaise with teams to resolve discrepancies.
• Participate in event coordination, including invitations, materials preparation, name tags, and venue setups; support corporate access requirements.
• Assist with of office management tasks and provide ad hoc support to Research Analysts and the Head of Research.
• Compile, organize, and present data-driven information in PowerPoint and other visual presentations formats.
• Maintain schedules, data entry records, and support reporting needs for the Research team.
• Ensure proactive communication and foster relationships with both internal and external stakeholders to support the team’s operational goals.

Requirements

• Bachelor’s Degree, preferably in Business, Finance, or a related field.
• Minimum of 2+ years of office management, administration, or relevant experience; experience in financial services preferred, but not required.
• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Professional demeanor and communication skills for both internal teams and external clients.
• Self-motivated individual with a growth mindset and a desire to build a career in financial services.
• Ability to communicate effectively in English.

Are you interested in this position?

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