Bilingual Operations Assistant

Company Description

Marquest Asset Management Inc. is a private investment management company specializing in equity and flow-through products for both accredited and retail investors. Since 1985, the company has employed a disciplined and active investment approach to navigate changing market environments and deliver exceptional risk-adjusted returns. Marquest is driven by a commitment to meet client expectations through vigilance, persistence, and a focus on superior outcomes. Located in Toronto, ON, Marquest is dedicated to providing innovative solutions designed to meet diverse client needs.

Role Description

This is a full-time, on-site role for a Bilingual Operations Assistant at Marquest Asset Management Inc. in Toronto, ON. The Operations Assistant will manage day-to-day operational tasks such as assisting with operations management, supporting customer service activities, and ensuring operational efficiency. Other key responsibilities include managing office administrative tasks, coordinating internal processes, and providing bilingual support in English and French to clients and team members. This position reports to Compliance and Operations Manager.

Key responsibilities include
:

Client Services and Operational Support

• Manage Client Services email account, Fund closing, year-end tax slips process and other Client Services related daily tasks.
• Act as the primary contact with unitholding service providers on all the unitholding transactions including trade confirmation, commission tracking and verification, trailer fee, AML reporting, redemptions, account transfer, and other Daily verification of documents and reminders if necessary
• Daily FundSERV activity reports
• Daily entries on our website or when deemed necessary
• Work with Senior Operations Associate on Fund's subscriptions and documentations
• Responsible for Client Services projects
• Supports management in various tasks that involve contact with our clients and advisors
• Other tasks as directed by Management and other such services and duties as may reasonably be assigned by Marquest from time to time.

Office Administration

• Coordinating, organizing and maintaining the office filing room, storage and printier/copier areas.
• Order office supplies and kitchen supplies.
• Pick up mail from mailbox and open/ distribute as directed, as well as manage Canada Post mail and various courier packages.
• Maintain marketing material in the office for easy assembly into packages.
• Maintain boardrooms, meeting rooms and office areas in neat working order and ensure cleanliness of kitchen.
• Acting as liaison with certain office supply and service vendors.
• Assistance with filing of documentation, preparation of binders, labels, and dividers for operational staff.
• Answer telephones, control voicemail daily (on/off) and check messages in general voice mailbox.
• Greet clients, walk-ins and brokers for meetings and guide to the appropriate boardroom.
• Other tasks as directed by Management.

Qualifications

• Fluently bilingual, French and English, written and oral (preference given to Québec French)
• Customer Service experience, with a focus on meeting client needs and delivering exceptional support
• Highly organized, with attention to detail and time management skills
• Proficiency in relevant software and tools used in operations and customer service especially Excel skills
• Strong communication skills both verbal and written
• Outstanding problem-solving and analytical skills
• A minimum of 5 years of experience in the Investment Fund Management industry and dealing directly with Advisors and managing Clients' relationship.
• Bachelor's degree or equivalent experience in Business Administration or a related field

Apply now

Individuals meeting the criteria above are encouraged to submit their resume in confidence by emailing While we thank all candidates for their interest, only selected individuals will be contacted for follow-up.