Wealth Management Administrative Assistant

2 days ago

Montreal, Quebec, Canada Disability Solutions Full time
About This Opportunity

We are looking for a highly skilled Wealth Management Administrative Assistant to join our team at Disability Solutions. As an Investment Advisor Assistant, you will play a critical role in supporting our Financial Advisors and contributing to the success of our clients.

Job Responsibilities
  • Prepare and review reports, client correspondence, and project work;
  • Process and follow up on security transactions and transfers;
  • Handle client inquiries and provide excellent customer service;
  • Maintain accurate records and files;
  • Perform general office duties and support the team as needed.
Compensation and Benefits

We offer a competitive salary range of $60,000 - $70,000 per year, depending on experience. Our comprehensive benefits package includes health benefits, RRSP matching, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and more.

Requirements
  • Minimum 2 years investment industry experience;
  • Bilingual (French/English) required;
  • Post-secondary education;
  • IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook preferred;
  • Excellent proficiency with MS Office, particularly Word, Excel, and Outlook;
  • Experience with Dataphile, Croesus, and Thomson Reuters an asset;
  • Excellent verbal and written communication skills;
  • Ability to work in a team environment and demonstrate a professional and friendly manner;
  • Superior customer service skills;
  • Meticulous attention to detail;
  • Self-starter attributes, motivated, and hardworking with the ability to prioritize, multitask, work within time constraints, and provide necessary follow-up;
  • Strong organizational skills;
  • Superior problem-solving skills;
  • The ability to work within deadlines in a high-volume, pressure-oriented environment;
  • Ability to effectively handle confidential information.

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