Office Assistant

1 day ago


Montréal, Canada Manulife Wealth Inc. Full time

Administrative assistant with light receptionist duties in an Investment brokerage office

Saint-Leonard, QC, Full time

Our team at Manulife Wealth is looking for an administrative assistant to assist in various administrative tasks and provide day-to-day operational support.

**Responsibilities**:

- Answer the telephone in French and English, provide information, take messages, transfer calls, and book clients' appointments.
- Responsible for the day-to-day operations of the office
- Maintaining a compliant record management process for client and business files
- Running recruiting campaign for Jr. Advisors
- Managing the onboarding process of new hires with Head Office
- Ensure compliant documentation of all transactions
- Participate in ongoing training related to job duties; develop knowledge and skill through sponsored education
- Organize office events
- Maintain data in client relationship management software (CRM).
- Process mail, prepare client correspondence

Qualifications:

- Canadian Securities Course (CSC®) completion is a plus.
- Excellent functional knowledge of MS Office: Excel, Word, Teams, and Outlook
- Provide unparalleled customer service by paying personalized attention to each customer (special requests, birthdays, celebrations, etc.).
- Initiative, problem solving, and client service skills are essential.
- Bilingual: Fluent in the written and oral form of the English and French languages.
- Proven effective time management skills.
- Adaptable to an evolving practice.
- Meticulous attention to detail and handling of confidential client information.
- Ability to prioritize, multitask, and provide necessary follow ups. Organizational skills: ability to manage multiple files at once and work with tight deadlines.
- Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)
- Working experience in the financial industry is an asset.

Monday - Friday

In person position - no remote work

Day shift

Full time

Onsite parking

**Benefits**:

- RRSP match

**Education**:

- College or University

**Experience**:

- Administrative experience: 2 years (preferred)
- Work Location: In person

Pay: CA$20-25

Pay: $20.00-$25.00 per hour

**Benefits**:

- On-site parking

Ability to commute/relocate:

- Montréal, QC H1S 3G2: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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