Administrative Assistant in An Investment Brokerage

4 weeks ago

Saintleonard, Canada Manulife Securities Incorporated Full time

**Administrative assistant in an Investment brokerage office**

Saint-Leonard, QC, Full time

Our team at Manulife Securities Incorporated is looking for an administrative assistant to assist in various administrative tasks and provide day-to-day operational support.

**Responsibilities**:

- Answer the telephone in French and English, provide information, take messages, transfer calls, and book clients' appointments.
- Responsible for the day-to-day operations of the office
- Maintaining a compliant record management process for client and business files
- Resolve and respond to client concerns and inquiries in a professional and timely manner
- Ensure compliant documentation of all transactions
- Participate in ongoing training related to job duties; develop knowledge and skill through sponsored education
- Assist in the design and implementation of business development strategies, communications, marketing campaigns and events as needed
- Organize office events
- Prepare and submit account opening documents.
- Maintain data in client relationship management software (CRM).
- Process mail, prepare client correspondence

Qualifications:

- Excellent functional knowledge of MS Office: Excel, Word, Teams, and Outlook
- Provide unparalleled customer service by paying personalized attention to each customer (special requests, birthdays, celebrations, etc.).
- Initiative, problem solving, and client service skills are essential.
- Bilingual: Fluent in the written and oral form of the English and French languages.
- Proven effective time management skills.
- Adaptable to an evolving practice.
- Meticulous attention to detail and handling of confidential client information.
- Ability to prioritize, multitask, and provide necessary follow ups. Organizational skills: ability to manage multiple files at once and work with tight deadlines.
- Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)
- Working experience in the financial industry is an asset.
- Canadian Securities Course (CSC®) completion is a plus.

Monday - Friday
In person position - no remote work
Onsite parking

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Saint-leonard, QC H1S 3G2: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative experience: 2 years (preferred)

Work Location: In person

  • Brokerage Coordinator

    3 weeks ago

    Bas-Saint-Laurent, Canada Cushman and Wakefield Full time

    Job TitleBrokerage CoordinatorJob Description SummaryNous sommes à la recherche d'un(e) coordonnateur(-trice) de courtage pour notre bureau du centre-ville de Montréal. La personne dont la candidature sera retenue travaillera au sein d'une équipe chargée de soutenir un bassin d'agents de courtage axés sur la location de bureaux, les marchés des...

  • Brokerage Coordinator

    2 days ago

    Bas-Saint-Laurent, Canada Cushman and Wakefield Full time

    Job TitleBrokerage CoordinatorJob Description SummaryNous sommes à la recherche d'un(e) coordonnateur(-trice) de courtage pour notre bureau du centre-ville de Montréal. La personne dont la candidature sera retenue travaillera au sein d'une équipe chargée de soutenir un bassin d'agents de courtage axés sur la location de bureaux, les marchés des...

  • Brokerage Coordinator

    3 weeks ago

    Saint-Laurent, Canada Cushman and Wakefield Full time

    Job TitleBrokerage CoordinatorJob Description SummaryNous sommes à la recherche d'un(e) coordonnateur(-trice) de courtage pour notre bureau du centre-ville de Montréal. La personne dont la candidature sera retenue travaillera au sein d'une équipe chargée de soutenir un bassin d'agents de courtage axés sur la location de bureaux, les marchés des...

  • Administrative Assistant

    2 days ago

    Saint-leonard, Canada Groupe Construction Rossi Full time

    Job Overview: We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will play a crucial role in providing administrative support to ensure efficient operations within the office. This is a full-time position with competitive pay and benefits. **Responsibilities**: - Greet...

  • Administrative Assistant

    1 month ago

    Saint-Lambert, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Assistant Wealth Management

    1 month ago

    Saint-Georges, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...

  • Receptionist/administrative Assistant

    1 month ago

    Saint-leonard, Canada Résidence Le Parc Full time

    **R**ésidence le Parc est à la recherche d'un(e) réceptionniste/assistant(e) administratif(ve) pour gérer le bureau d'accueil au quotidien et effectuer diverses tâches administratives et de secrétariat. Responsabilités: - Accueillir les visiteurs à la réception en les saluant, les accueillant, les dirigeant et les annonçant de manière...

  • Receptionist/administrative Assistant

    1 month ago

    Saint-leonard, Canada LES TOITURES & IMPERMEABILISATION TRANS CANADA LTEE Full time

    **About us** We are professional, agile and social. Our work environment includes: - Modern office setting - Lively atmosphere - Safe work environment '''Duties''' - Greet and welcome visitors in a professional and friendly manner - Answer and direct phone calls, taking messages as necessary - Provide general administrative and clerical support -...

  • Receptionist/administrative Assistant

    1 month ago

    Saint-leonard, Canada INL Finition de Béton Inc. Full time

    INL Finition de Béton Inc., a leader in the concrete industry, is looking for an Administrative Assistant to join their growing team. 1. Reception duties 2. Back up for payroll department 3. Assist with account payables 4. Assist with account receivables 5. Take care of anything related to the company vehicles 6. Company website/social media/business...

  • Office Administration Assistant

    2 days ago

    Saint-leonard, Canada Institut Technologie Automobile Full time

    **About us** We are customer-centric, engaging and our goal is to to help people obtain a better future with our trainings.. Our work environment includes: - Growth opportunities English (Français en bas) - Excellent communication skills and team player - Enjoys a challenge and helping people - Reliable person who is multi-disciplinary with at least 2...

  • Office Administration Assistant

    1 month ago

    Saint-leonard, Canada Institut Technologie Automobile Full time

    **About us** We are customer-centric, engaging and our goal is to to help people obtain a better future with our trainings.. Our work environment includes: - Growth opportunities English (Français en bas) - Excellent communication skills and team player - Enjoys a challenge and helping people - Reliable person who is multi-disciplinary with at least 2...

  • Office Administration Assistant

    4 weeks ago

    Saint-leonard, Canada Institut Technologie Automobile Full time

    **About us** We are customer-centric training center; our goal is to help people obtain a better future with our trainings.. English (Français en bas) - Excellent communication skills, quick learner and team player - Enjoys a challenge and helping people - Reliable person who is multi-disciplinary with at least 1-2 years of experience - MS Office skills...

  • Assistant - Securities

    6 days ago

    Saint-Hyacinthe, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Receptionist/administrative Assistant

    1 month ago

    Saint John, Canada Carnaghan Thorne Insurance Group Inc. Full time

    **Carnaghan Thorne Insurance Group Inc**. is a full-service insurance brokerage with the knowledge and experience clients rely upon for solid insurance solutions. Our brokerage prides itself on a friendly work atmosphere and supportive team environment. We hire self-motivated, team-minded individuals with a strong work ethic, integrity and a commitment to...

  • Receptionist & Administrative Assistant

    4 weeks ago

    Saint-leonard, Canada NationaLease Full time

    **GROW WITH US AND BE A PART OF ATLANTIC CANADA'S #1 TRAILER AND TRUCK TEAM!** **Valley Equipment Ltd** is proudly family-owned since 1970. We are the largest truck & trailer team in Atlantic Canada, with 7 locations spread among New Brunswick, Nova Scotia, and Newfoundland. We value our reputation in the transportation industry and strive to exceed...

  • Administrative Assistant

    1 month ago

    Saint-leonard, Canada Voxen Group Full time

    Responsibilities: - Confirming clients received a list of invoices - Following up with clients, ensuring timely-mannered responses - Organizing documents and comments in a computer system - Creating weekly reports on customers current status - Type documents, reports, and correspondence accurately and efficiently **Skills**: - Proficiency in using...

  • Administrative Assistant

    2 days ago

    Saint-Anselme, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Investment Associate

    2 days ago

    Saint-Laurent, Canada Makivik Corporation Full time

    **REPORTS TO**: Investment Manager **LOCATION**: Montreal **RESPONSIBILITIES**: - Analysis of securities, performance, and pricing to develop strategies and capture potential investment opportunities; - Monitoring industry trends and news to ensure decisions reflect rapidly shifting market variables; - Actively trading and investing in a mix of securities...

  • Assistant Branch Manager Trainee

    1 month ago

    Saint-leonard, Canada TD Bank Full time

    404918BR Retail Banking - Financial Services Saint-leonard, QC April 5, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Administrative Assistant

    1 week ago

    Fort Saint John, Canada Techmation Electric & Controls Full time

    Techmation Electric & Controls is currently seeking an Administrative Assistant for our  Fort St John  branch. Previous administrative experience working within an industrial construction organization would be considered an asset. Candidates must have a minimum of 1 year work experience in an administrative role.  Job Responsibilities: Process...