Admin Assistant/receptionist

2 days ago

Montréal, Canada iA Private Wealth Full time

**About us**

We are a boutique wealth management firm catered to high-net-worth individuals. We believe that service and trust are the cornerstone of our business. Our goal is to continue our growth and build to half a billion dollars in assets under management. Our core values to name a few are: are honesty, transparency and respect.

At Myriad Private Wealth with iA Private wealth we are proud to be a group of supportive and flexible indiviudals all while having the ability to grow in an innovative and modern environment. We value our clients business and offer sensational service.

**We are looking for a superstar who shares our values.**

This position requires excellent interpersonal skills and phone demeanor, Microsoft Office experience, extraordinary client service skills, attention to detail, technological literacy, and ability to multi-task. The ability to interact professionally with high-net-worth clients is a must as is the ability to maintain and protect client privacy and confidentiality.

Here's what you can expect from the position and what you need to be successful:
**Position Responsibilities**:

- Support the advisors in various administrative tasks including, client account maintenance, opening new accounts and relationship management
- Assist client requests for information (set up online access, banking information, prepare reports etc.)
- Preparing written summaries of branch monthly meetings
- Communicate directly with clients to organize appointments
- Assist clients with account maintenance and updates and all administrative requirements
- Work directly with head office personnel, mutual fund companies and insurance companies for any client needs or services
- Organize the team’s calendar
- Coordinate marketing, lunches, dinners, and event planning initiatives
- Excellent verbal and communication skills in both French and English

**Essential skills**:

- Minimum 2 years of experience in the financial services industry, ideally having worked in wealth management

**- Must have completed the CSC course or in the process of completing CSC course**
- Ability to handle many tasks at once and stay extremely organized
- A willingness to learn and grow in a stimulating environment
- Outside the box thinker to disrupt processes that are inefficient
- Highly proficient with Microsoft Office
- Education: Completion of Cegep required, Bachelor's Degree preferred

**Salary**: $50,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off

Schedule:

- Monday to Friday

Ability to commute/relocate:

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

**Education**:

- Secondary School (preferred)

Work Location: Hybrid remote in Montréal, QC

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