Marketing and Administrative Coordinator
3 weeks ago
Job Title: Administrative and Marketing Coordinator
TOTEM recruteur de talent is looking for an Administrative and Marketing Coordinator to assist financial advisors in their various initiatives.
Key Responsibilities:
- Provide comprehensive support to financial security advisors in all administrative, operational, and business development tasks.
- Digitally manage and organize investment and insurance transactions for clients following the advisor's instructions.
- Thoroughly coordinate and prepare advisor meetings and documentation.
- Oversee client files, including submission of forms, follow-up on transactions, and confirmation of operations.
- Welcome clients, respond to phone inquiries, and manage email communications.
- Engage in the creation of marketing materials and enhance client experience initiatives.
- Contribute to internal social events and activities.
Required Qualifications:
- College diploma in office management, administration, or financial services (or equivalent experience).
- Strong proficiency in the French language, both spoken and written.
- Familiarity with technology and the Microsoft Office 365 Suite.
- A bachelor's degree in business administration is considered an asset.
- Experience in financial services or customer service is advantageous.
This role offers competitive remuneration and a dynamic work environment. Candidates with the necessary skills and experience are encouraged to apply.
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Coordinator for Administration and Marketing
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Montreal, Quebec, Canada TOTEM recruteur de talent Full timeJob Title: Administrative and Marketing CoordinatorTOTEM recruteur de talent is looking for an Administrative and Marketing Coordinator to assist financial advisors in their various initiatives.Key Responsibilities:Provide comprehensive support to financial security advisors in all administrative, operational, and business development tasks.Digitally manage...
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