Administrative Assistant in An Investment Brokerage

7 months 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



  • Saint-leonard, 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,...


  • Saint-leonard, Canada Integrated Net Worth Full time

    **(French version below)** **Company Overview**: Integrated Net Worth is a wealth management investment counselling, tax and estate planning firm. The firm is part of Quadrus lnvestments Services, a large Canadian Mutual Fund Dealer with a wide network of wealth management and investment counselling business. We pride ourselves on delivering personalized...


  • Saint-leonard, Canada GLOBAL AUDIO VISUEL Full time

    **FULL-TIME ADMINISTRATIVE ASSISTANT POSITION** , Permanent Location: St-Leonard, H1S 2V6 Schedule: Monday to Friday, In-Office (NO REMOTE WORK) Are you a dynamic and organized individual with a passion for supporting professionals in their day-to-day tasks? Do you excel in a fast-paced environment and have a keen eye for detail? If so, we have the...


  • Saint-leonard, Canada KSI CUISINE SOLUTIONS INC. Full time

    KSI CUISINE SOLUTIONS INC. is a professional interior design and decoration company in Montreal, mainly engaged in offering solutions from design to construction for mid-to-high-end kitchens. The main customers are local high-end consumers and commercial customers in Montreal. Over the years, KSI has been committed to building the first boutique kitchen...


  • 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...


  • 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...


  • 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...


  • 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...


  • Saint-leonard, Canada Groupe Forget, Audioprothésistes Full time

    **Le Groupe Forget, Audioprothésistes **est le plus grand réseau en correction auditive au Québec comptant aujourd’hui plus de **90 cliniques à travers la province.** Nous sommes actuellement à la recherche d’un **Assistant(e) administrative en clinique / agente administrative **afin de faire partie de l’équipe supportant le personnel régulier...


  • Saint-leonard, Canada Groupe Forget, Audioprothésistes Full time

    **Le Groupe Forget, Audioprothésistes **est le plus grand réseau en correction auditive au Québec comptant aujourd’hui plus de **90 cliniques à travers la province.** Nous sommes actuellement à la recherche d’un **Assistant(e) administrative en clinique / agente administrative **afin de faire partie de l’équipe supportant le personnel régulier...


  • Saint-leonard, Canada Groupe Forget, Audioprothésistes Full time

    **Le Groupe Forget, Audioprothésistes **est le plus grand réseau en correction auditive au Québec comptant aujourd’hui plus de **90 cliniques à travers la province.** Nous sommes actuellement à la recherche d’un **Assistant(e) administrative en clinique / agente administrative **afin de faire partie de l’équipe supportant le personnel régulier...


  • Saint-Jérôme, Quebec, Canada National Bank Full time

    As a Senior Wealth Management Assistant at National Bank, you'll have the opportunity to work in synergy with clients and colleagues. In this role, you'll help investment advisors stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your JobEnsure effective communication between all parties (clients,...


  • Saint-Jérôme, Quebec, Canada National Bank Full time

    About UsNational Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches.Our team is committed to providing exceptional client experiences, and we're seeking a talented Assistant to join our ranks.


  • Saint-leonard, Canada Ratehub Full time

    Ratehub Inc. is looking for a full time licensed Life Insurance Agent to add to our expanding team. This position requires an individual **licensed in Quebec **with excellent communication skills, and great work ethic to join our team. **About the position** - High quality leads are provided daily - This is a fully remote role - Administrative support is...

  • Office Administrator

    6 months ago


    Saint-leonard, Canada Troy Life & Fire Safety Ltd. Full time

    **Troy Life & Fire Safety Ltd. **is one of the largest suppliers of Fire Alarm, Fire Suppression, Security, Nurse call and Communications Systems in Canada. Proudly Canadian, we are an employee owned company with over 1000 people in 28 locations coast to coast. An entrepreneurial company with a legacy of success, we pride ourselves on having a team of...

  • Office Administrator

    2 weeks ago


    Saint-leonard, Canada Troy Life & Fire Safety Ltd. Full time

    **Troy Life & Fire Safety Ltd.**is one of the largest suppliers of Fire Alarm, Fire Suppression, Security, Nurse call and Communications Systems in Canada. Proudly Canadian, we are an employee owned company with over 1000 people in 28 locations coast to coast. An entrepreneurial company with a legacy of success, we pride ourselves on having a team of...


  • Saint-leonard, Canada Viber Consulting Group Inc. Full time

    **The Role** We are seeking an Executive Assistant to join our team for 20 hours a week with the possibility of additional hours as needed. As an Executive Assistant, you will be responsible for supporting the CEO and the rest of the Viber team. This is a hybrid role that will be partially fulfilled remotely but you may be required to be present at our...


  • Centre-du-Québec-Ouest (Saint-Bonaventure), Canada RBC Full time

    Job Summary Job Description What is the opportunity? The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships...


  • Saint-Georges, Quebec, Canada National Bank Full time

    About UsNational Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada, serving close to 1,000 investment advisors who manage the assets of more than 400,000 clients across about 100 branches.Job SummaryWe are seeking a highly organized and customer-focused Customer Success Associate to join our dynamic team. As a key...


  • Saint-leonard, Canada Berchicci importing Full time

    **Full job description**_**:_ **Experience Required: 5 years minimum** - **If no experience, please do not apply.**_ Bookkeeper/Office Assistant Food Industry **Specific Responsibilities** - Accounting responsibilities for 2 companies - Update and maintain general ledger, trial balance, entries reconciliation - Perform month-end, year-end closings - Enter...