Administrative Coordinator for Marketing Initiatives

4 weeks ago

Montreal, Quebec, Canada TOTEM recruteur de talent Full time

Job Title: Administrative and Marketing Coordinator

TOTEM recruteur de talent is collaborating with a financial advisory firm in search of an Administrative and Marketing Coordinator. This role is pivotal in assisting financial advisors with their various projects and initiatives.

Key Responsibilities:

  • Assist financial security advisors in a range of administrative, operational, and business development tasks.
  • Process and organize investment and insurance transactions digitally, adhering to the guidelines provided by the advisors.
  • Meticulously coordinate and prepare files and appointments for advisors.
  • Oversee client files, ensuring timely submission of forms, follow-ups on transactions, and confirmations of operations.
  • Welcome clients, manage incoming calls, and respond to email inquiries.
  • Engage in the creation of marketing materials and enhance client experience initiatives.
  • Support internal social activities and team-building events.

Required Qualifications:

  • A college degree in office management, administration, or financial services (or equivalent experience).
  • Strong proficiency in the French language, both spoken and written.
  • Familiarity with technology and proficiency in Microsoft Office 365 Suite.
  • A bachelor's degree in business administration is considered an asset.
  • Previous experience in financial services or customer service is advantageous.

This position offers a competitive salary and a dynamic work environment. Candidates with the necessary skills and experience are encouraged to apply.

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