Talent.com
Recrute Action
*Administrative Assistant, InvestmentsRecrute Action • Montréal, QC, ca
*Administrative Assistant, Investments

*Administrative Assistant, Investments

Recrute Action • Montréal, QC, ca
5 days ago
Salary
CA$45,000.00 yearly
Job type
  • Permanent
Job description
Job Description
Administrative Assistant, Investments

Build your career in the insurance industry within a dynamic professional environment where you will contribute to smooth operations and an outstanding client experience. Enjoy a permanent daytime position, a 37.5-hour workweek, comprehensive benefits, and a generous paid time off package in a collaborative workplace.

What is in it for you:

• Annual salary of 45K-50K.
• Permanent daytime position.
• 37.5-hour work week.
• On-site work, 5 days per week.
• Start time of 8:00 am, 8:30 am, or 9:00 am, depending on team needs.
• Comprehensive benefits package.
• Retirement plan after 6 months of service.
• Employee share ownership program.
• Employee wellness program.
• Access to TELUS Health services.
• 16 vacation days per year.
• 5 personal days.
• 10 paid sick days.
• Reimbursement of job-related training expenses.

Responsibilities:

• Promote a client-focused culture and help build long-term client relationships.
• Coordinate client meetings, including booking meeting rooms, preparing documentation, managing schedule changes, organizing seminars, welcoming participants, coordinating refreshments, following up after meetings, and entering meeting notes into the contact management system.
• Process client requests, including account transfers, deposits, withdrawals, payments, tax receipt requests, and account statements.
• Respond promptly to client inquiries and escalate matters when appropriate.
• Deliver efficient administrative support by following up on regulatory documentation, maintaining up-to-date client records, and verifying daily transactions and system entries for accuracy.
• Resolve client operational issues accurately and efficiently, issue instructions for withdrawals, deposits, transfers, and other transactions according to established guidelines, and ensure all interactions are properly documented.
• Understand the documentation requirements for various client account types.
• Contribute to the team's success by building effective working relationships with internal stakeholders while maintaining a high level of client service.
• Comply with regulatory requirements, as well as internal policies and procedures.
• Perform duties in accordance with ethical standards, internal controls, and operational risk, compliance, anti-money laundering (AML), anti-terrorist financing (ATF), and conduct risk requirements.
• Foster a productive and inclusive work environment.

What you will need to succeed:

• Postsecondary education.
• Professional designation.
• 5 years of experience in a similar role.
• Bilingual in English and French to provide client service, respond to inquiries, coordinate meetings, process client files, and communicate effectively with clients and stakeholders in both languages.
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Ability to take initiative.
• Ability to work independently.
• Ability to meet deadlines.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
Create a job alert for this search

*Administrative Assistant, Investments • Montréal, QC, ca

Similar jobs

Investment Advisor Assistant (Evergreen)

Raymond James Ltd.Montreal, Montreal (administrative region), CA
Full-time

Job Description - Investment Advisor Assistant (Evergreen) (2403516).Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking custo... Show more

 • Promoted

Vice-President, Finance East

Air Liquide GroupMontreal (administrative region), QC, CA
Full-time

Vice-Président(e), Finance Région EstPostulerlocations: Montreal, QC - Boul.René-Lévesque O (ALC HO) - Support functions - IMtime type: Temps pleinposted on: Publié aujourd'huijob requisition... Show more

 • Promoted

Finance Private Tutoring Jobs Dollard-Des-Ormeaux

SuperprofDollard-Des-Ormeaux, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Vice Président Finances

Équipe Humanialanaudière, qc, Canada
Full-time

Notre client est une entreprise manufacturière d’environ 200 employés, reconnue pour son expertise et la qualité de ses produits.Établie dans la région de Lanaudière, elle évolue dans un environnem... Show more

 • Promoted

Secondaries & Primaries Analyst - Montreal

ARDIAN Canada Inc.Montreal (administrative region), QC, CA
Full-time

The Analyst will focus on primary, early secondary and secondary investments, providing highly advanced support in investment functions including financial modeling, valuation analysis of private e... Show more

 • Promoted

Investment Systems Lead — IMS Implementations & NAV Integrity

Strategio Inc.Montreal, Montreal (administrative region), CA
Full-time

A leading financial services firm in Montreal is seeking an Investment Systems Analyst to support accounting and investment systems implementations.This role requires strong knowledge of public mar... Show more

 • Promoted

Investment Associate at Leading Firm in Montreal

Scotia Wealth ManagementMontreal (administrative region), QC, CA
Full-time

Enhance client relationships as an Investment Associate in Montreal, Quebec.Collaborate with advisors to innovate client service and enrich business development initiatives.In this impactful role, ... Show more

 • Promoted

Finance Private Tutoring Jobs Chateaugay

SuperprofChateaugay, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Investment Operations Assistant

Transgate Global CareersMontreal (administrative region), QC, CA
Full-time

About the job Investment Operations Assistant.Investment Operations Assistant.Our client, a boutique global equities investment management firm, is seeking a motivated.Investment Operations Assista... Show more

 • Promoted

Senior Executive Assistant in Private Equity

Snowdon PartnersMontreal (administrative region), QC, CA
Full-time

Shape the future at Snowdon Partners as a Senior Executive Assistant in Montreal's vibrant Old Port.Manage high-level administrative tasks with precision and insight.As a Senior Executive Assistant... Show more

 • Promoted

Investment Analyst

ValnetMontreal
Full-time

Evaluate new revenue initiatives (direct deals, partnerships, DB monetization, premium products, etc.Lieu : En presentiel – Montréal.Valnet est à la recherche d’un(e) Analyste, un opérateur de créa... Show more

 • Promoted

Investment Director

Broccolinimontreal (administrative region), qc, Canada
Full-time

The Director, Real Estate Investments is responsible for overseeing the financial analysis, investment structuring and financing activities related to real estate development and investment project... Show more

 • Promoted

Senior Finance Consultant: Corporate Strategy & Research - Remote Advisory (Montreal)

Prolificmontreal (administrative region), qc, Canada
Remote
Full-time

Senior Finance Consultant: Corporate Strategy & Research (Remote Advisory).Prolific is not just another player in the AI space – we are building the biggest pool of quality human data in the world.... Show more

 • Promoted

Finance Private Tutoring Jobs Côte Saint-Luc

SuperprofCôte Saint-Luc, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Arithmetic Private Tutoring Jobs L'epiphanie

SuperprofL'epiphanie, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Financial Specialist, Private Investments

Intactlaval (administrative region), qc, Canada
Full-time

Pay at Intact is about much more than just salary.Multiple benefits offered to support.Wellness account and much more.Share plan & other savings: up to.Employee Share Purchase Plan (ESPP) – with In... Show more

 • Promoted

Vice-President, Finance East

VitalAire Canada Inc.montreal (administrative region), qc, Canada
Full-time

Vice-President, Finance EastSkip to main content**This website uses cookies.A cookie is a small piece of data, in the form of a string of information, sent by our website's web server to the browse... Show more

 • Promoted

Strategic Financial Assistant Controller

WSP in Canadalaval (administrative region), qc, Canada
Full-time

Enhance financial strategies as an Assistant Controller.Support key financial evaluations and operational efficiencies for transportation and infrastructure projects.This role is pivotal in influen... Show more

 • Promoted

Managing Director, National Accounts

BMO FinancialMontréal, Quebec (QC), CA
Part-time

As Managing Director, National Accounts, you will lead the development, growth, and management of a portfolio of large, complex clients across the automotive industry, including dealership groups, ... Show more

 • Promoted

Investment Portfolio Accountant

MakivvikMontreal (administrative region), QC, CA
Full-time

A community-focused organization in Montreal seeks a detail-oriented individual for a financial administration role.This position involves preparing loan deposits, maintaining investment records, a... Show more