Bilingual Client Services Coordinator
2 weeks ago
We are seeking a highly skilled and bilingual professional to join our team as a Bilingual Client Services Assistant and Office Administrator at Marquest Asset Management Inc.
This is an exciting opportunity to work in a dynamic and fast-paced environment, supporting our sales, marketing, and operations teams in delivering exceptional client service and administrative support.
Key Responsibilities- Client Services and Operational Support
- Act as backup for Senior Client Services Associate to manage daily Client Services tasks, Fund closing, year-end process, and other Client Services related tasks.
- Verify documents and reminders daily, process payments, checks, and confirmations, and produce daily activity reports.
- Support management in various tasks involving contact with clients and advisors, and assist Senior Accountant with employee expense reimbursement claim processing.
- Perform special projects as assigned and other tasks directed by Management.
- Office Administration
- Coordinate, organize, and maintain the office filing room, storage, and copier areas.
- Order office supplies and kitchen supplies, and maintain archived material.
- Scanning, shredding, and distribution of documents, and preparation of outgoing mail and courier packages.
- Ensure fax machines and printers have sufficient paper, and maintain boardrooms.
- Act as liaison with office supply and service vendors, and prepare correspondence for the Executive team.
- Assist with filing of documentation for operational staff, and prepare binders, labels, and dividers.
- Answer telephones, control voicemail, and greet clients, walk-ins, and brokers for meetings.
- Maintain the reception area in a neat and clean condition.
We are looking for a candidate with a strong work ethic, excellent communication skills, and the ability to prioritize and organize daily tasks.
Key qualifications include fluency in French and English, a minimum of 5 years of experience in the Investment Fund Management industry, and a Bachelor's degree in Finance, Accounting, Economy, or Marketing.
Strong problem-solving and analytical skills, excellent organizational skills, and the ability to work within a team environment are essential.
Proficiency in Microsoft Excel and the ability to work from our Toronto office are also required.
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