6 дней назад
Administrative Assistant - Bilingual
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Administrative Assistant - Bilingual (Investment Administration): Providing administrative support to Investment Advisors and servicing high-net-worth client accounts with an accent on client communication, compliance, and organizational efficiency. Focus on maintaining client files, supporting investment plans and proposals, responding to client requests, and coordinating marketing and relationship-building activities.
Location: Montréal, QC; legally eligible to work at the specified location. The proportion of on-site and remote work will be discussed during the interview.
Company
is a relationship-oriented bank providing banking and investment services through its Wood Gundy brokerage.
What you will do
- Provide administrative support to Investment Advisors and their teams.
- Maintain compliance standards in client dealings and client files.
- Support investment plans, written proposals, and processes for directing assets into suitable financial products.
- Respond to client requests and provide high-quality service to high-net-worth clients.
- Support marketing, business development, community outreach, and relationship-building activities.
- Improve team productivity and proactively identify business opportunities.
Requirements
- Fluent French and English to serve clients in the community.
- Strong administrative, organizational, communication, and multitasking skills.
- Client-focused approach with sound critical-thinking and decision-making skills.
- Ability to build trust, collaborate with colleagues, and support client relationships.
- Legal eligibility to work at the specified location; a valid work or study permit may be required where applicable.
Culture & Benefits
- Full-time regular position with 37.5 weekly hours.
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
- Vacation offering, wellbeing support, and employee recognition programs.
- Professional development opportunities, including a paid Purpose Day.
- Inclusive and accessible candidate experience.
Hiring process
- An attribute-based assessment and other skills tests may be required, including a French proficiency assessment.
- Artificial intelligence tools may be used during recruitment.
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