11 дней назад
Administrative Assistant-Bilingual (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Administrative Assistant-Bilingual (Finance): Providing administrative and client-service support to Investment Advisors and high-net-worth client accounts with an accent on compliance, relationship building, and financial product coordination. Focus on maintaining client files, supporting investment plans and proposals, responding to client requests, and developing community and business relationships.
Location: Québec City, QC; work arrangement details, including the proportion of on-site and remote work, will be discussed during the interview.
Company
is a Canadian bank whose Wood Gundy division provides full-service brokerage services to high-net-worth clients.
What you will do
- Provide administrative support to Investment Advisors and brokerage teams.
- Maintain compliance standards across client dealings and files.
- Support investment plans, written proposals, and processes for directing assets into suitable financial products.
- Respond to client requests and help deliver a high-quality client experience.
- Support marketing, business development, community events, and outreach activities.
- Identify business opportunities and improve team productivity through effective organization.
Requirements
- Fluency in French and English is required to serve clients in the community.
- Strong office administration, organizational, multitasking, and interpersonal communication skills.
- Client-first approach, critical thinking, personal initiative, accountability, and attention to detail.
- Must be legally eligible to work in Canada and hold a valid work or study permit where applicable.
Culture & Benefits
- Regular full-time employment with a 37.5-hour work week.
- Competitive salary, incentive pay, banking benefits, and a benefits program.
- Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
- Personalized recognition through the MomentMakers program.
- Purpose Day provides a paid day off for personal growth and development.
Hiring process
- The role may include an attribute-based assessment and skills tests, including French proficiency testing.
- Artificial intelligence tools may be used during recruitment.
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