Executive Assistant

Role: Executive Assistant

Status: Permanent

Location: Montreal, QC

Responsabilities:

• Assist advisors with various administrative tasks, including maintaining customer accounts, opening new accounts and managing relationships
• Respond to customer requests for information (setting up online access, banking information, preparing reports, etc.)
• Prepare written summaries of monthly branch meetings
• Communicate directly with customers to arrange appointments
• Assist customers in managing and updating their accounts, and in all administrative matters
• Work directly with head office staff, mutual fund companies and insurance companies for all customer needs or services
• Organize team calendar
• Coordinate marketing, lunches, dinners and event planning initiatives

Qualifcations:

• Cegep is mandatory, Bachelor’s degree preferred. Completion of CSC is an asset
• 2+ years’ experience in the financial services sector, ideally in wealth management
• Ability to multi-task and remain highly organized
• Proficient with Microsoft Office Suite
• Ability to respond to emails and communications in a timely manner
• Excellent verbal and communication skills in French and English

If you are qualify and are interested, you can apply directly on our website or send me your CV to [email protected]!

• Job ID / No. du Poste: 33422
• Open Positions / Postes Ouverts: 1