Role: Administrative Assistant

Status: Permanent

Administrative Assistant opportunity in the Montreal area.

You will be responsible for service, operational and administrative functions.

Do you like new challenges? Do you have excellent customer service skills? This position is for you!

Responsibilities:

  • 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

Qualifications:

  • Cegep is mandatory, bachelor’s degree preferred
  • 1+ year 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

Great opportunity, apply today!

[email protected]

#QPQC

Contract Info / Information sur le contrat
  • Job ID / No. du Poste: 35972
  • Open Positions / Postes Ouverts: 1
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