Administrative Assistant

6 days ago

Kirkland, Canada Assurance et Produits Financiers Vani inc. Full time

Are you organized, detail-oriented, and looking to grow within a professional team in the financial sector? We’re looking for a bilingual Administrative Assistant (French & English) to join our dynamic office

Key Responsibilities:

- Prepare client documents for meetings
- Manage the daily administration of client files
- Coordinate and help organize professional events
- Provide general administrative support to the team

What We’re Looking For:

- Bilingual in French and English (oral and written)
- Excellent communication skills, especially phone etiquette
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Strong organizational skills and attention to detail
- Ability to manage multiple tasks in a fast-paced environment
- Proactive, motivated, and eager to contribute to our company’s growth

Bonus Assets:

- CSC (Canadian Securities Course) or IFC (Investment Funds in Canada)
- Familiarity with Morningstar Advisor Tool
- Experience in the financial services sector

Êtes-vous organisé(e), minutieux(se) et à la recherche d’une opportunité de croissance au sein d’une équipe professionnelle dans le secteur financier?

Nous sommes à la recherche d’un(e) adjoint(e) administratif(ve) bilingue (français et anglais) pour se joindre à notre bureau dynamique

Responsabilitées principales:

- Préparer les documents clients pour les rencontres
- Répondre aux appels et courriels de manière professionnelle
- Gérer l’administration quotidienne des dossiers clients
- Coordonner et aider à l’organisation d’événements professionnels
- Offrir un soutien administratif général à l’équipe

Profil recherché:

- Bilingue en français et en anglais (oral et écrit)
- Excellentes aptitudes en communication, notamment au téléphone
- Maîtrise de Microsoft Excel, Word et PowerPoint
- Fortes compétences en organisation et souci du détail
- Capacité à gérer plusieurs tâches dans un environnement dynamique
- Proactif(ve), motivé(e) et désireux(se) de contribuer à la croissance de l’entreprise

Atouts:

- Cours sur le commerce des valeurs mobilières (CCVM) ou Fonds d’investissement au Canada (FIC)
- Connaissance de l’outil Morningstar pour les conseillers
- Expérience dans le secteur des services financiers

Pay: From $21.75 per hour

Expected hours: 40 per week

**Benefits**:

- On-site parking

Schedule:

- Monday to Friday

Work Location: In person

Expected start date: 2025-08-31

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