Administrative Assistant
4 weeks ago
Administrative Assistant – iA Private Wealth Position Overview The Administrative Assistant plays a key role in supporting the day-to-day operations of a fast-paced wealth management practice. This position ensures advisors are organized, clients receive exceptional service, and the office runs efficiently. The ideal candidate is detail-oriented, proactive, and able to manage multiple priorities while maintaining a high level of professionalism and confidentiality. Key Responsibilities Advisor Support & Office Coordination Manage and maintain advisors’ calendars, including scheduling internal meetings and coordinating availability. Prepare meeting materials, reports, and documentation ahead of client and advisor appointments. Assist with workflow tracking, follow-up tasks, and deadlines to ensure timely completion of advisor directives. Client Service & Relationship Management Serve as the first point of contact for incoming calls, emails, and office visitors. Provide high-quality customer service by addressing client inquiries, resolving issues, and directing requests to the appropriate advisor or team member. Maintain a warm, professional, and service-oriented tone in all client interactions. Administrative & Operational Support Handle data entry, document management, compliance-related tasks, recordkeeping, and CRM updates with accuracy. Process paperwork related to client accounts (onboarding forms, updates, transfers, etc.) as needed. Support office operations such as mail distribution, supply ordering, scanning, filing, and general administrative tasks. Qualifications Previous administrative or client service experience; financial services or wealth management experience preferred. Strong organizational and time-management skills with the ability to multitask in a dynamic environment. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite; experience with CRM systems (e.g., Salesforce, Redtail, or similar) is an asset. Work Environment Full-time, in-office or hybrid. Collaborative team setting with frequent interaction with advisors, clients, and internal partners. Opportunities for growth and development within the firm.
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Administrative assistant, Administration
12 hours ago
Montréal, QC, Canada Desjardins Group Full timeTemporary position for 12 monthAs an administrative assistant, you help carry out administrative activities for your sector. You provide administrative and secretarial support to a director or manager reporting to a vice-president. You also provide administrative support to other members of your unit as needed. You help coordinate, plan and prioritize your...
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Administrative assistant, Administration
10 hours ago
Montréal, QC, Canada Desjardins Group Full timeTemporary position for 12 monthsAs an administrative assistant, you help carry out administrative activities for your sector. You provide administrative and secretarial support to a director or manager reporting to a vice-president. You also provide administrative support to other members of your unit as needed. You help coordinate, plan and prioritize your...
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Administrative assistant
12 hours ago
Montréal, QC, Canada Desjardins Group Full timeTemporary position for 12 monthsAs an administrative assistant, you help carry out administrative activities for your sector. You provide administrative and secretarial support to a vice-president. You also provide administrative support to other members of your unit as needed. You actively help coordinate, plan and prioritize your unit’s management...
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Administrative assistant
10 hours ago
Montréal, QC, Canada Desjardins Group Full timeTemporary position for 12 monthsAs an administrative assistant, you help carry out administrative activities for your sector. You provide administrative and secretarial support to a vice-president. You also provide administrative support to other members of your unit as needed. You actively help coordinate, plan and prioritize your unit’s management...
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Administrative assistant, Administration
10 hours ago
Montréal, QC, Canada Desjardins Group Full timeTemporary position for 12 monthAs an administrative assistant, you help carry out administrative activities for your sector. You provide administrative and secretarial support to a director or manager reporting to a vice-president. You also provide administrative support to other members of your unit as needed. You help coordinate, plan and prioritize your...
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Administrative Assistant
4 weeks ago
Montréal, QC, Canada iA Private Wealth Full timeAdministrative Assistant – iA Private Wealth Position Overview The Administrative Assistant plays a key role in supporting the day-to-day operations of a fast-paced wealth management practice. This position ensures advisors are organized, clients receive exceptional service, and the office runs efficiently. The ideal candidate is detail-oriented,...
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Administrative Assistant
2 weeks ago
Montréal, QC, Canada Defence Construction Canada Full timeWho Can Apply?: **Internal (DCC Employees) and External (General Public)** - Salary Range: **$49,178 - $63,930** - Employment status: **Continuing** - Term Length: - Security Level: **Reliability** - Language Requirement: **Bilingual Preferred** - Closing Date: **17/09/2024** - Country: **Canada** The Administrative Assistant coordinates and carries out...
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Administrative assistant
12 hours ago
Montréal, QC, Canada iA Financial Group Full timeJob DescriptionAdministrative assistantBusiness unit: IT / Permanent / Full time (35h) / Hybrid / Québec / Montréal / Number of position: 1 / Start date: January 2026Build the future with usAre you passionate about administrative tasks and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future? As an...
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Administrative assistant
10 hours ago
Montréal, QC, Canada iA Financial Group Full timeJob DescriptionAdministrative assistantBusiness unit: IT / Permanent / Full time (35h) / Hybrid / Québec / Montréal / Number of position: 1 / Start date: January 2026Build the future with usAre you passionate about administrative tasks and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future? As an...
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Administrative Assistant
12 hours ago
Montréal, QC, Canada Desjardins Full timeThe perfect symbiosis between an administrative assistant and their manager isn't a myth! Our recruitment team is dedicated to finding the right fit for you in the organization and helping you build your own Desjardins history. A career in administrative support at Desjardins is an opportunity to work with collaborative, people-focused managers every day. It...
