Administrative Assistant- Wealth management

Our partner is a leading wealth management firm that offers a full range of financial services, including investment management and personal insurance.

We are currently looking to support them in recruiting a motivated and detail-oriented Administrative Assistant to join their team and support their operations in the areas of investment and insurance.

The position will support experienced advisors and firms, who are associated with our partner.

The Administrative Assistant will play a key role in supporting the Financial Advisor and ensuring the smooth running of the investment and insurance services.

The ideal candidate will be highly organized, possess excellent communication skills and have a minimum of introductory knowledge of the financial services industry (or ready to learn).

As an administrative assistant, you will be the key person to provide support to the advisor and will act as his right arm by assisting him in his tasks.

If you are comfortable with technology, you learn quickly and you are available or looking for a new professional challenge, contact us, we have the opportunity you have been waiting for!

Advantages

• Competitive salary (depending on experience level).
• Comprehensive benefits plan, including insurance.
• Paid vacations and public holidays.
• Opportunities for professional development and growth.

Responsibilities

Investment support

• Assist in processing investment transactions, including transactions, transfers and contributions.
• Maintaining customer records, ensuring compliance with industry regulations.
• Monitor and report investment account activities, providing updates to the financial advisor and clients as needed.
• Monitoring of transactions, transfers and other maneuvers in customer accounts.
• Prepare and submit documents for new investment accounts, ensuring all required documentation is complete and accurate.

Insurance support

• Support the financial advisor in the management of life insurance and disability insurance policies.
• Assist in the preparation and submission of insurance applications, claims and policy changes.
• Maintain insurance policy records up to date and ensure timely communication with insurers.

Administrative tasks

• If necessary, manage the financial advisor's calendar, schedule appointments and coordinate travel.
• Maintain organized electronic filing systems, to ensure easy retrieval of documents.
• Assist with office management tasks, such as ordering supplies and maintaining office equipment.
• Perform other administrative tasks as needed to support team operations.

Qualifications

Education and experience

• High school diploma or equivalent required; College or university degree in finance, business administration or related field preferred.
• Prior experience in a financial services or insurance environment strongly desired.
• Licenses / Certifications : Holding the permits required by the Financial Markets Authority (AMF) for the distribution of investment products (e.

g. : Collective savings representative) and insurance (e.g. : Personal insurance) in Quebec is an asset, but not obligatory.

Skills and Abilities :

• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Excellent verbal and written communication skills.
• Proficiency in the Microsoft Office suite (Word, Excel, Outlook, PowerPoint) and financial software systems.
• Great attention to detail and precision in the work.
• Ability to maintain confidentiality and manage sensitive information.
• Customer service orientation with professional demeanor.

Summary

Interested in this position?

Send us an email anytime at [email protected]

If you know anyone interested in administrative support positions, please feel free to provide them with our contact information.

We will be happy to help them!

For more information on this and all other positions currently available, visit www.randstad.ca.

We look forward to receiving your resume!

All resumes received will be considered equally.

Only selected candidates will be contacted.

Randstad Canada, 525 Viger Avenue West, Suite 501, Montreal, Quebec H2Z 0B3

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees.

In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary / gender non-conforming;

Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle.

We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.

ca to ensure their ability to fully participate in the interview process.