Administrative Assistant

2 weeks ago

Montréal, Canada Nour Private Wealth Full time

**DESCRIPTION DU POSTE**

Gestion Privee Nour (GPN) est à la recherche d'un(e) assistant(e) administratif(ve) expérimenté(e) pour l'un des conseillers en investissement de GPN.

L'assistant(e) administratif(ve) assistera l'équipe dans de nombreux domaines de la gestion de patrimoine, notamment en répondant aux appels entrants, en préparant les documents relatifs aux nouveaux comptes et aux services, en gérant plusieurs systèmes informatiques dans un environnement où la documentation est abondante, en fournissant un service à la clientèle en personne et par téléphone, en facilitant et en résolvant les demandes de service des clients, en planifiant les réunions avec les clients, en produisant et en envoyant la correspondance, et en effectuant d'autres tâches administratives qui lui sont confiées.

**Responsabilités**
- Assister le conseiller en placement dans ses activités quotidiennes, y compris la tenue des calendriers, la préparation de la correspondance et le service à la clientèle.
- Interagir avec les clients en personne et par téléphone.
- Préparer et examiner les documents relatifs aux nouveaux comptes.
- Faciliter et résoudre les demandes de service des clients.
- Appliquer une connaissance pratique des opérations et des processus de service à la clientèle.
- Travailler de manière indépendante, efficace et efficiente.
- S'assurer que les documents sont préparés et fournis pour toutes les réunions avec les clients.
- Traiter les informations confidentielles et/ou sensibles de manière responsable.
- Organiser et coordonner les réunions du personnel et de la direction.
- Assurer les fonctions administratives du bureau telles que les fournitures de bureau et le courrier.
- Effectuer d'autres tâches qui lui sont confiées.

**Formation, compétences et qualifications requises**
- Diplôme en administration des affaires, finance, commerce ou services financiers (ou expérience équivalente).
- Plus de cinq ans d'expérience dans les services financiers ou l'assurance.
- Capacité à maintenir le plus haut niveau de confidentialité.
- Excellente communication orale et écrite.
- Compétences organisationnelles avancées, notamment en ce qui concerne la gestion des calendriers, la programmation et la capacité à organiser, planifier et programmer des activités.
- Solides compétences en matière de relations interpersonnelles pour travailler efficacement avec différents niveaux de personnel, y compris les cadres supérieurs et les dirigeants ; capacité à travailler en équipe.
- Jugement sûr dans la prise de décision ; solides compétences en matière de résolution de problèmes et capacité à mener plusieurs tâches de front, à établir des priorités et à travailler de manière indépendante dans des délais serrés et dans un environnement en évolution rapide.
- Maîtrise de MS Office (Word, Excel, Outlook) ; compétences en matière de navigation et de recherche sur l'intranet et l'internet, google.
- Expérience des systèmes de gestion de la relation client.
- Travailler dans un environnement à rythme rapide.
- La maîtrise du français et de l'anglais est un atout.

**Profil de l'entreprise**

En tant que société financière, nous nous épanouissons en relevant le défi de donner le meilleur de nous-mêmes, en réfléchissant de manière progressive pour continuer à nous développer et en travaillant ensemble pour fournir des conseils de confiance afin d'aider nos clients à réussir. Nous nous soucions les uns des autres, nous réalisons notre potentiel, nous faisons la différence dans nos communautés et nous obtenons un succès mutuel.

Travailler au sein d'une équipe dynamique, collaborative, progressiste et performante.

Des opportunités de travail stimulant.

**Salaire**

Le salaire est basé sur l'expérience et correspond à celui du marché.

**Type d'emploi**

Temps plein

**Horaire**:
Du lundi au vendredi

**Inclusion et égalité des chances en matière d'emplo**

**Note**: Veuillez noter que nous n'offrons pas de parrainage. Ce poste est réservé aux citoyens canadiens, aux détenteurs d'un permis de travail et aux RP.

**JOB DESCRIPTION**

Nour Private Wealth (NPW) is seeking an experienced Administrative assistant for one of our Investment advisors at NPW.

The Administrative assistant will assist the team in many areas of wealth management, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.

**Responsibilities**
- Assist Investment advisor with daily activities, including maintaining calendars, preparing correspondence, and providing customer service.
- Interact with clients in person and over th

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