Administrative Assistant in An Investment Brokerage
7 months ago
**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
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