Administrative Assistant

4 weeks ago

Saintleonard, 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 service to our clients, and we are looking for a detail-oriented and organized Administrative Assistant to support our growing team.

**Job Summary**:
**Key Responsibilities**:

- Maintain and organize client records, documents, and files in both physical and digital formats, ensuring accuracy and confidentiality.
- Schedule appointments, meetings, and coordinate calendars for the investment team.
- Assist with the preparation of client invoices, financial reports, and other accounting documents.
- Provide data entry support for investment trades, including updating spreadsheets and accounting software.
- Handle incoming and outgoing mail, including organizing documents for tax filing and other important deadlines.
- Assist in the preparation of presentations, reports, and other materials for client meetings.
- Monitor and order office supplies, ensuring the office is stocked and organized.
- Perform general clerical duties such as photocopying, faxing and scanning.
- Support the accounting team with any other administrative tasks as needed.

**Qualifications**:

- High school diploma or equivalent; associate degree or certification in office administration or related field is a plus.
- Previous experience in an administrative or office support role, preferably in an accounting or financial setting.
- Proficiency in using Microsoft Office Suite (Word, Excel, Outlook).
- Excellent organizational skills and attention to detail.
- Strong verbal and written communication skills.
- Ability to handle sensitive information with discretion and maintain confidentiality.
- Ability to multitask and manage time effectively in a fast-paced environment.
- Strong problem-solving skills and the ability to work independently as well as in a team.

**Benefits**:

- On-site parking
- Free personal income tax services
- Opportunities for professional development and growth in financial services

**********

**Présentation de l'entreprise**:
Gestion du Patrimoine Intégrée est un cabinet de conseil en gestion de patrimoine et de planification fiscale et successorale. Le cabinet fait partie de Service d'investissement Quadrus, un important courtier canadien en fonds communs de placement doté d’un vaste réseau d'entreprises de gestion du patrimoine et de conseils en placement.. Nous sommes fiers de fournir un service personnalisé à nos clients, et nous recherchons un(e) assistant(e) administratif(ve) organisé(e) et minutieux(se) pour soutenir notre équipe croissante.

**Résumé du poste**:
**Responsabilités principales**:

- Accueillir les clients et visiteurs, gérer les appels et courriels entrants, en assurant une communication rapide et professionnelle.
- Maintenir et organiser les dossiers et documents des clients, tant en format physique que numérique, en garantissant leur exactitude et confidentialité.
- Planifier des rendez-vous, des réunions, et coordonner les calendriers de l’équipe d’investissements.
- Aider à la préparation des factures clients, des rapports financiers, et d'autres documents comptables.
- Fournir un support de saisie de données pour les transactions d’investissements, y compris la mise à jour de feuilles de calcul et de logiciels comptables.
- Gérer le courrier entrant et sortant, y compris l'organisation des documents pour les déclarations fiscales et les autres échéances importantes.
- Aider à la préparation de présentations, de rapports et d'autres documents pour les réunions avec les clients.
- Surveiller et commander les fournitures de bureau, en veillant à ce que le bureau soit bien approvisionné et organisé.
- Effectuer des tâches cléricales générales telles que la photocopie, faxes et la numérisation.
- Apporter un soutien à l’équipe d’investissements pour toute autre tâche administrative nécessaire.

**Qualifications**:

- Diplôme d'études secondaires ou équivalent ; un diplôme en administration de bureau ou dans un domaine connexe est un atout.
- Expérience préalable dans un rôle administratif ou de soutien en bureau, de préférence dans un environnement comptable ou financier.
- Maîtrise de la suite Microsoft Office (Word, Excel, Outlook).
- Excellentes compétences organisationnelles et souci du détail.
- Solides compétences en communication orale et écrite.
- Capacité à gérer des informations sensibles avec discrétion et à maintenir la confidentialité.
- Aptitude à gérer plusieurs tâches à la fois et à bien gérer son temps dans un environnement au rythme rapide.
- Compétences en résolution de problèmes et capacité à travailler de manière autonome ainsi qu’en équipe.

**Avantages**:

- Stationnement sur place
- Service de déclaration des impôt

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