Service Assistant

3 months ago


Dorval, Canada Assante Capital Management Full time

Service Assistant

We are a financial planning practice looking to add a full time servicing assistant to our team.

**Job Description**:

- Open accounts, process trades and follow-up on transfers
- Process incoming client requests for withdrawals, deposits, contribution setups, ect.
- Update CRM and keep client information accurate
- Work in a professional and confidential manner as we handle personal financial assets
- Assist with client retention and business development
- Hybrid role : 3 days in office, 2 days from home

Key Qualifications:

- Energetic and enthusiastic
- Excellent customer service and communication skills
- Excellent level of spoken and written English (French an asset)
- Ability to manage deadlines and follow-up
- Knowledge of Salesforce and ActionPro an asset
- Financial service experience an asset

If you are a motivated individual with excellent organizational skills and a passion for providing exceptional customer service, we want to hear from you Join our team as a Service Assistant and contribute to our mission of delivering high-quality service to our customers.

Pay: $45,000.00-$55,000.00 per year

Additional pay:

- Bonus pay
- Overtime pay

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Flexible schedule
- Life insurance
- On-site gym
- On-site parking
- Paid time off

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday
- No weekends

**Education**:

- DCS / DEC (preferred)

**Experience**:

- Administrative: 1 year (preferred)

Work Location: Hybrid remote in Dorval, QC H9P 2N4


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