Administrative Assistant, Investments
Build your career in the banking 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 60K-70K.
• 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.
Administrative Assistant – Investments • Laval, Qc
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
Elevate your career as an Administrative Assistant at ICAO's Ethics Office in Montreal, QC.This role focuses on providing administrative support and managing confidential communications.As a centra... Show more
The Ethics Office functions on the principles of independence, impartiality, and confidentiality.Its activities foster and promote a culture of ethics, integrity, accountability, transparency, and ... Show more
Join Ardian as a Secondary and Primary Investments Analyst, focusing on financial modeling and investment analysis.This role demands high-quality work and attention to detail.You will engage in con... Show more
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
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
An urban agriculture company in Montreal is seeking an Administrative Manager to oversee financial operations and support company expansion.This role involves managing accounts, forecasting financi... Show more
A global investment firm in Montreal is seeking a Secondaries & Primaries Analyst to support investment functions, including financial modeling and valuation analysis.The successful candidate will ... Show more
Join PSP Investments as a Senior Administrative Assistant specializing in Real Estate Investments.This hybrid position focuses on supporting Managing Directors with travel, scheduling, and communic... Show more
Sign in to set job alerts for “Finance Administration Coordinator” roles.Finance Administration Coordinator Jobs in United States.Research Financial Administrator Assocaite.Executive Assistant - Fi... Show more
Join our team as a Bilingual Administrative Support in Real Estate, where your fluency in French and English is essential.This role focuses on providing top-notch support in property management.Can... Show more
We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Res... Show more
Collaborate with other departments, such as billing and customer service, to ensure efficient operations.Reconciling sales order records with shipping documents to ensure clients are billed correct... Show more
Support the estimation team at CTI Isolation as an Estimation Administrative Assistant.Your role involves coordinating bids, managing documentation, and client follow-ups in a dynamic setting.This ... Show more
A dynamic storage solutions company is seeking an organized Analyst for Asset Management (Remote).This role involves managing self-storage properties to improve financial performance through data a... Show more
Dilawri Leasing is the in-house leasing & financing division of Dilawri Group of Companies.Dilawri Group of Companies is Canada's largest automotive group, with 85 franchised dealerships that repre... Show more
Downtown Montreal, hybrid: 3 days in office.Salary: CA$75K–CA$90K + 10% guaranteed bonus.We’re looking for a detail-oriented Accountant to join a dynamic investment team in Montreal.Manage full-cyc... Show more
The Administrative Assistant plays an essential role in the effective management of operations within their team.In close collaboration with the Director of Applied Research in Machine Learning and... Show more
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
This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.UK/Canada/Europe/East Asia-based.Restructuring & Distressed Inv... Show more
