Executive Assistant

4 weeks ago


Montréal, Canada Zagari + Simpson Full time

**Executive Assistant**

Our practice prides itself in providing advisory services for wealth management, personalized financial planning, estate and legacy planning. Being client
- focused is our foundation. We create strong relationships with our clients by educating them to make informed decisions and ensuring the growth and preservation of their capital through generations to come.

Reporting to the financial advisor, the Executive Assistant will play a key role in providing administrative and client management support in day
- to-day activities. Situations may arise when variations in workloads, periodic responsibilities or special projects and events require overtime work for the job to be completed.

**Responsibilities**
- Receive client inquiries on behalf of the team and determine appropriate course of action. This will include proactively investigating, resolving and follow-up with clients and team members.
- Schedule client appointments, send meeting invites and maintain advisor’s calendar.
- Coordinate the day-to-day schedule by confirming appointments and ensuring client files and paperwork are ready.
- Create client documents and ensuring they are complete for processing.
- Review, follow-up and confirm client account openings, transfer request,documents & trades.
- Assist in investigating and finding resolutions for any rejected trades/transfer requests.
- Maintain and update the Client Relationship Management System (SalesForce)
- Support and follow-up with client documents during tax-season
- Manage Client Relationship by maintaining the Client Life Event program (I.E. Handwritten Birthday Cards, Christmas Cards, Client Events)

**Qualifications**:

- Administration Diploma or other Post-secondary education and/or experience in a similar position (preferably in a wealth management office).
- Ability to handle sensitive and confidential information with the highest level of professionalism, discretion, and good judgement.
- Detail oriented and autonomous
- Proficient in Sales Force an asset
- Advanced knowledge of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams, OneDrive)
- Interest to learn and adapt to new technologies and tools.
- Strong verbal and written communication skills in English and French

**To be successful in this role**:

- Ability to manage multiple priorities in a deadline driven environment.
- Ability to exercise strong judgment in a variety of impactful situations.
- Ability to deepen and broaden client relationships and identify opportunities to create efficiency.
- Ability to complete pertinent courses to be able to take trade instructions from clients

**What we offer**:

- Group Benefits Available
- 3 Weeks’ vacation.
- Salary based on experience.

**Salary**: $40,000.00-$75,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking

Schedule:

- Day shift
- Monday to Friday

Application question(s):

- How many years experience as an Executive Assistant do you have?

**Experience**:

- Wealth Management Industry: 2 years (required)

Work Location: In person


  • Executive Assistant

    1 month ago


    Montréal, Canada Alzheimer Groupe (AGI) Full time

    **WHO WE ARE** Alzheimer Groupe Inc. (AGI) is a charitable organization that has been in existence for over 38 years and provides therapeutic programs and support to individuals and families living with Alzheimer’s disease and other dementias. We provide support services to families and professional care partners and help provide exposure to the community...

  • Executive Assistant

    1 month ago


    Montréal, Canada 35Pharma Inc. Full time

    **35Phama** is a biopharmaceutical company that designs and develops innovative therapeutics for life threatening lung diseases and musculoskeletal disorders. We believe in connecting rigorous science with our innate sense of urgency to rapidly generate breakthrough therapies for patients in need to better quality of life. Our highly qualified team of drug...

  • Executive Assistant

    4 days ago


    Montréal, Canada 35Pharma Inc. Full time

    **35Phama** is a biopharmaceutical company that designs and develops innovative therapeutics for life threatening lung diseases and musculoskeletal disorders. We believe in connecting rigorous science with our innate sense of urgency to rapidly generate breakthrough therapies for patients in need to better quality of life. Our highly qualified team of drug...

  • Executive Assistant

    3 weeks ago


    Montréal, Canada Egon Zehnder Full time

    **About Us** Egon Zehnder is the world’s preeminent executive search and leadership advisory firm, inspiring leaders to navigate complex questions with human answers. We help organizations get to the heart of their leadership challenges and offer honest feedback and insights to help leaders realize their true being and purpose. We believe that together we...

  • Executive Assistant

    4 days ago


    Montréal, Canada Bell Full time

    Req Id: 417963 At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. If you’re ready to bring game-changing ideas to life and join a community that values, professional growth and employee wellness, we want you on...

  • Executive Assistant

    1 week ago


    Montréal, Canada Mikros Animation Full time

    **Company Description** Mikros Animation is a global CGI animation creative studio. Providing filmmakers with top-tier animation and CGI services through a complete range of front and back-end creative services to bring unforgettable and stylized stories to life in every format, for every platform. We provide end-to-end animation services, uniting...

  • Executive Assistant

    6 days ago


    Montréal, Canada Northbridge Financial Corporation Full time

    We’re Northbridge Insurance. We’re proud to work with Canada’s most trusted commercial broker networks. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to understanding the needs of our customers and creating solutions that help Canadian businesses have a safer and brighter future....

  • Executive Assistant

    1 month ago


    Montréal, Canada Egon Zehnder Full time

    **About Us** Egon Zehnder is the world's preeminent executive search and leadership advisory firm, inspiring leaders to navigate complex questions with human answers. We help organizations get to the heart of their leadership challenges and offer honest feedback and insights to help leaders realize their true being and purpose. We believe that together we...

  • Executive Assistant

    1 month ago


    Montréal, Canada Egon Zehnder Full time

    **About Us** Egon Zehnder is the world’s preeminent executive search and leadership advisory firm, inspiring leaders to navigate complex questions with human answers. We help organizations get to the heart of their leadership challenges and offer honest feedback and insights to help leaders realize their true being and purpose. We believe that together we...

  • Executive Assistant

    2 months ago


    Montréal, Canada Fairstone Full time

    Roles/Tasks & Responsibilities: - Manage and maintain executive schedules, appointments and travel arrangements - Arrange and coordinate meetings and events, including scheduling meeting rooms and equipment - Follow-up on deliverables and timelines with teams in various locations - Monitor, respond to and distribute incoming communications - Prepare, submit...

  • Executive Assistant

    2 weeks ago


    Montréal, Canada Cobalt Search Full time

    **Are you seeking a new opportunity where you can have a significant impact in a fast-paced high growth organisation?** **Are you motivated by enhancing your executive’s ability to succeed and drive the business forward?** Our client, an emerging innovator in the field of payment solutions, is seeking a highly skilled Executive Assistant to provide a...

  • Executive Assistant

    6 days ago


    Montréal, Canada Telecon Inc Full time

    The role of the Executive Assistant in Quebec is to provide administrative support to the President, CFO and Sr. Leadership team members in Quebec in the planning, management and coordination of administrative tasks. In addition, they will support, up to 20% of their time, the Real Estate department. **Responsibilities**: Executive Assistant support: -...

  • Executive Assistant

    1 month ago


    Montréal, Canada Alimentiv Full time

    **Job Title**: Executive Assistant **Salary**: $50,000 - $84,000 CAD **Location**: Home based **Reporting to**: CFO **Department**: Executive/CEO **Job Summary**: Administer and coordinate day-to-day and special event activities for the Office of the Executives, providing full range of administrative and clerical support services to the CFO, the Board...

  • Executive Assistant

    1 month ago


    Montréal, Canada TC Transcontinental Full time

    **Executive Assistant****: **Create value at TC Media.** TC Media is currently looking for an Executive Assistant to support the administrative needs of the President and the Human Resources team. **When your actions lead to success.**: - Coordinate projects and meetings as well as their logistics. - Write, edit, and format various reports, presentations...

  • Executive Assistant

    2 weeks ago


    Montréal, Canada Safdie & Co. Full time

    **Exciting opportunity!** A leading Montreal based company is seeking to fill the role of executive assistant. **CANDIDATE MUST RESIDE IN GREATER MONTREAL AND BE CANADIAN RESIDENT/CITIZEN. IF NOT, PLEASE DO NOT APPLY.** Responsibilities will include: *Support for company executives *Help with various administrative and organizational needs *Conduct...

  • Executive Assistant

    2 weeks ago


    Montréal, Canada Zagari + Simpson Full time

    **Executive Assistant** I pride myself in providing advisory services for wealth management, personalized financial planning, estate and legacy planning. Being client - focused is our foundation. We create strong relationships with trust and confidence, educating clients to make informed decisions, and being the trusted family advisor, ensuring the growth...

  • Executive Assistant

    7 days ago


    Montréal, Canada Solutions Petal Inc. Full time

    Petal is a leading Canadian healthcare orchestration and billing company that revolutionizes healthcare systems to make them agile, efficient, and resilient by enabling the forecasting and shaping of world-class healthcare through Healthcare BI, advanced analytics, and informed insights. Our commitment to fostering an exceptional workplace culture has...

  • Executive Assistant

    4 days ago


    Montréal, Canada Pomerleau Full time

    **We are Pomerleau. And you could be too.** Pomerleau is recognized as one of Canada’s leaders in the construction industry, in the institutional, commercial, industrial and civil engineering sectors. Clients benefit from our expertise as general contractor, construction manager, project manager and design-builder. Pomerleau believes in delivering...

  • Executive Assistant

    2 months ago


    Montréal, Canada Pomerleau Full time

    **We are Pomerleau. And you could be too.** Pomerleau is recognized as one of Canada’s leaders in the construction industry, in the institutional, commercial, industrial and civil engineering sectors. Clients benefit from our expertise as general contractor, construction manager, project manager and design-builder. Pomerleau believes in delivering...

  • Executive Assistant

    6 days ago


    Montréal, Canada Stichting White Helmets Foundation Full time

    **ABOUT Les Casques Blancs / THE WHITE HELMETS** Les Casques Blancs (CB) is a not-for -profit organization based in Quebec, Canada. Its focus is to promote, develop and implement community-based, service-based, and recovery-oriented projects to improve the lives of civilians in conflict zones, particularly in Syria. It aims also to bolster the resilience of...