10 дней назад
Administrative Assistant, Wood Gundy-Bilingual
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Administrative Assistant, Wood Gundy-Bilingual (Investment Administration): Providing administrative support for Investment Advisors and servicing high-net-worth client accounts with an accent on compliance, document validation, and client requests. Focus on reviewing signing authority documentation, resolving file deficiencies, supporting product changes, and maintaining accurate client records.
Location: Sherbrooke, Quebec, Canada; Sherbrooke-3000 King St West. The proportion of on-site and remote work will be discussed during the interview.
Company
is a relationship-oriented bank providing banking and brokerage services.
What you will do
- Provide administrative support to the Investment Advisor team in the Wood Gundy brokerage.
- Support the planning and management of client investments and service high-net-worth client accounts.
- Process client requests, establish or modify signature delegations, and review client files.
- Verify that documents are complete and properly signed in accordance with established procedures.
- Document product implementations and changes, close gaps in signing authority records, and escalate unresolved issues.
- Respond to client questions and requests while maintaining compliance standards and a high-quality client experience.
Requirements
- Experience or capability in office administration, multitasking, activity coordination, and organizational efficiency.
- Strong communication, analytical, critical-thinking, and organizational skills.
- Ability to review documentation, identify deficiencies, and follow compliance procedures.
- French proficiency is required for the bilingual position.
- Legal eligibility to work at the specified location; a valid work or study permit may be required where applicable.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan.
- Employee share purchase plan, vacation, and wellbeing support.
- Paid Purpose Day dedicated to personal growth and development.
- Inclusive and accessible work environment with employee recognition initiatives.
Hiring process
- The work arrangement will be discussed during the interview.
- The process may include an attribute-based assessment and skills tests, including a French proficiency test.
- Artificial intelligence tools may be used during recruitment.
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