Day shift, from 8 a.m. to 5 p.m., 37.5 hours per week, on-site
A financial advisory firm dedicated to the financial well-being of its clients is currently seeking a self-motivated individual with a positive attitude to join their team as an administrative assistant. Under the supervision of two financial advisors, the administrative assistant will perform various tasks aimed at providing an outstanding client experience.
Tasks
Supporting the advisory activities of a team of financial advisors specializing in investment management and personal insurance.
Digitizing and organizing client files and reference documents.
Recording client data and information related to advisory activities in the management system.
Organizing files for client meetings.
Managing appointment scheduling with clients and send the agenda and preparatory documents via email.
Answering and redirect phone calls.
Formatting various documents using MS Office.
Performing all other administrative tasks.
If you're ready for a new challenge, we want to meet you!
Advantages
Group insurance paid 50% by the employer.
Flexible schedule.
Performance bonus at the end of the year.
Opportunities for advancement with reimbursed continuous training.
Free parking.
Job requirements
DCS in secretarial studies or office administration.
At least 1 year of experience in an administrative support role.
Mastery of social media (Facebook, LinkedIn, Twitter).
Proficiency in Microsoft Office.
Excellent French grammar.
Experience in insurance/investments is a strong asset.
Desired profile
Person who is friendly, approachable, quick-witted, and dynamic.
Customer service-oriented, responsible, and professional.
Initiative-driven with good organizational skills.