Job Summary
We are seeking an organized and detail-oriented Administrative Assistant to support our Financial Advisor. This role is primarily administrative, with limited client interaction, and is key to ensuring smooth operations and efficient client service.
Key Responsibilities:
- Prepare and organize client meeting materials, summaries, and reports for the Financial Advisor
- Process and follow up on client transactions by communicating with product providers and by using carrier websites
- Monitor incoming emails, respond as appropriate, and file correspondence accurately
- Maintain accurate client records and files
- Assist with internal reporting and administrative tasks as needed
Qualifications:
- Previous administrative experience, ideally in financial services, banking, or a related field
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to handle confidential information with discretion
- Strong communication and time management skills
- Bilingual (English and French)
Why Join Us:
- Opportunity to work closely with a seasoned Financial Advisor
- Professional development in the financial services industry
- Collaborative and supportive team environment
- Be part of a growing firm and contribute to our continued success
- Join us in enjoying our newly renovated office space
Job Types: Full-time, Permanent
Pay: $50,000.00-$65,000.00 per year
Benefits:
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
Language:
Work Location: In person
