Administrative Assistant, Dynamic Funds
1 week ago
**Requisition ID**: 197156
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs
**Main responsibilities**
- Plan meetings and take detailed minutes.
- Provide general support to visitors.
- Assist in the preparation of regularly scheduled reports.
- Update and maintain office policies and procedures.
- Order office supplies and research new deals and suppliers.
- Pay invoices and reconcile expenses, submit and reconcile expense reports.
- Assist in the administration (such as registration requests) for the customer online portal.
- Act as a point of contact for the department and liaise with administrative assistants to handle requests and queries from management.
**Requirements**:
- Professional working knowledge of English and French, both spoken and written.
- Excellent customer service and problem-solving skills
- Working knowledge of MS Office, including MS Excel
- Excellent written and oral communication skills.
- Ability to work independently and complete tasks with mínimal instructions.
- Great organization skills and proven ability to manage multiple priorities and deadlines.
Location(s): Canada : Quebec : Montreal
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