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Administrative Assistant

3 weeks ago

Dorval, Canada Assante Wealth Management Full time

**Who we are**:
We are a wealth management company that is passionate about looking after that families we work with and taking care of our community. We seek a likeminded individual to join our team.

As the Administrative Assistant, you will be responsible for:

- Preparing paperwork for client meetings
- New client administration setup
- Completing investment forms and documentation
- Executing and following-up on investment trades
- Data entry, filing and scanning
- Other administrative duties as assigned

**Your Qualifications**:

- Bilingual, English and French (written and spoken)
- Conscientious nature and excellent customer service skills
- Positive attitude and good work ethic
- Strong verbal and written communication skills
- Attention to details and be able to multi-task
- Team player who is also capable of working independently
- You enjoy technology and are proficient in Microsoft Office
- Minimum 2 years of administrative experience preferably in the financial services industry, or have post-secondary education
- Working knowledge of the mutual fund industry would be a definite asset

**While we work hard, we also believe in balance. Our newest team member will get**:

- 4 bonus vacation days through the year
- Staff celebration events throughout the year
- Extended health and dental coverage after three months
- Continuing education opportunities and room for advancement

Please note that if you are missing some of the qualifications, but you have the right mindset, we will train on the skills and knowledge required.

Please forward your resume, cover letter in WORD format.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

**Salary**: $45,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site gym
- Paid time off
- Vision care

Schedule:

- 8 hour shift

Ability to commute/relocate:

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

**Education**:

- DCS / DEC (required)

**Experience**:

- Front desk: 2 years (preferred)
- Administrative experience: 2 years (preferred)