Advisor Services Associate

4 weeks ago


Mississauga ON, Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une expérience client exceptionnelle.
Nous cherchons à pourvoir un poste de responsable, Services aux conseillers – une personne chargée de fournir un niveau de service de haute qualité à nos clients/clientes tant internes qu’externes. La personne choisie sera appelée à répondre à toutes les demandes de renseignements provenant des conseillers/conseillères et des succursales afin d’assurer l’exactitude et l’efficacité du service pour tout le monde d’une manière professionnelle. La principale responsabilité de ce poste consiste à offrir du soutien administratif aux conseillers/conseillères d’IPC.
Fonctions du ou de la responsable, Services aux conseillers
Entrer les demandes d’opération (achats, ventes, échanges) dans les bases de données appropriées.
Aider à la réalisation des tests d’applications administratives, selon les besoins.
Capacité de réviser et de modifier rapidement le travail des collègues et d’apporter des corrections/modifications, s’il y a lieu.
Capacité de superviser/gérer de multiples projets avec efficacité et de respecter des échéances serrées.
Souci du service et aspirations professionnelles.
Études postsecondaires en administration des affaires.
Bilinguisme (français et anglais), requis.
Très bonne connaissance des applications de la suite Microsoft Office, principalement Word et Excel.
Contrat de 12 mois
Un soutien de premier ordre en matière de formation pour vous aider à réussir dans le rôle qui vous sera confié
De formidables atouts : des avantages sociaux répondant à vos besoins, un régime de retraite, un régime d’achat d’actions, des rabais d’entreprise, des événements sociaux, un horaire de travail estival et de la convivialité


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