Administrative Assistant

Bridge Wealth & Benefits Inc. is a Desjardins-affiliated financial services firm specializing in life and health insurance, investment management, retirement planning, and wealth management. Our experienced advisors are committed to delivering personalized solutions and building lasting relationships with individuals and families. We combine the strength of the Desjardins network with a client-focused approach to help our clients protect their family, grow wealth, and achieve financial goals.
 
Position Overview:

We are seeking a proactive and detail-oriented Administrative Assistant to join our team and support both our Executive Assistant and Financial Advisors. This role plays a key part in keeping our office organized, efficient, and running smoothly. If you enjoy being the "go-to" person, managing multiple priorities, and creating order in a fast-paced environment, this is a great opportunity to grow your career in the financial services industry.

As the Administrative Assistant, you'll take the lead on coordinating daily office activities, managing correspondence, organizing digital files, and supporting client onboarding. You'll work closely with advisors and our Executive Assistant to ensure schedules, documentation, and workflows run smoothly.

This position is ideal for someone who is tech-savvy, thrives in a role with variety, and enjoys adopting new digital and AI-powered tools to make work more efficient.

What You'll Do

• Support the Executive Assistant and Advisors in managing day-to-day office operations.
• Coordinate and maintain schedules, appointments, and meeting bookings for advisors and leadership.
• Manage incoming and outgoing correspondence, including email, mail, and internal communications.
• Maintain structured electronic filing systems with attention to accuracy, confidentiality, and data integrity.
• Prepare new client files and ensure documentation is complete and organized.
• Assist with processing trade transactions during peak periods.
• Update client information and maintain consistency across multiple systems (e.g., Equisoft CRM, Microsoft Office, Dataphile, LifeGuide).
• Generate basic insurance quotes and support proposal creation.
• Identify opportunities to streamline processes and leverage digital tools to improve efficiency.
• Handle general troubleshooting and provide support wherever needed to keep operations running smoothly.
• Proactively adopt and champion new digital and AI-powered tools to improve efficiency and productivity across the team.
• Perform other office and administrative duties as required.

What You Bring

• 3–5 years of administrative experience, ideally in a fast-paced or client-focused environment.
• Strong aptitude for technology with the ability to quickly learn new digital and AI-powered tools.
  Proactive approach to finding opportunities to automate or streamline processes.
• Exceptional organization and high attention to detail.
• Ability to manage competing priorities efficiently, without compromising quality.
• Clear and professional written and verbal communication skills.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and Teams.
• Ability to work independently and anticipate needs.
• Client-focused mindset with a positive and professional demeanor.
• Experience in the financial services industry is an asset (but not required).
• French language skills are considered an asset.
• College or university education in business, accounting, or a related field is preferred.

Why Join Us

• Competitive hourly rate and health and dental benefits (after waiting period)
• Collaborative team environment where your contributions are valued.
• Opportunity to grow and deepen your experience in the financial services sector.
• A role with variety—no two days look exactly the same.
• Work with a team committed to professionalism, integrity, and client service excellence.

If you're a highly organized, tech-savvy professional who loves exploring new tech and using digital tools (including AI) to make work smarter, this role is for you.

Apply today and grow with us.

 *Thank you for your interest in joining our organization and for taking the time to apply. Due to the high volume of applications, only candidates selected for further consideration will be contacted. We appreciate your understanding.

Accommodations are available upon request for candidates participating in the selection process. Please let us know if you require any specific accommodations.

Bridge Wealth & Benefits Inc. is an equal opportunity employer committed to fostering an inclusive workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other status protected by applicable laws.

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