Bilingual Administrative Assistant

24 hours ago

Dieppe, New Brunswick, Canada Richard Financial Management Inc. Full time

Company Description

Located in Dieppe NB, Richard Financial Management Inc., offers financial planning services to its clients and is committed to providing value-added financial advice. For more information on the company and services, please visit:

Job Description:

The ideal candidate is someone who is motivated and who has exceptional organizational and customer service skills. In this role, you will be providing essential support to the financial planner, ensuring effectiveness in daily tasks.

Responsibilities:

· First point of contact for clients

· Answering phone calls and responding to emails

· Preparing investment and insurance forms

· Processing transactions

· Opening and maintaining client files

· Providing day-to-day administrative support

· Servicing clients with professionalism, efficiency and upholding confidentiality

Skills & Qualifications:

· Excellent organizational skills and great attention to detail

· Fully bilingual (English and French), with strong verbal and written communication skills

· Professional attitude and reliability

· Proficiency with technology (Word, Excel, Outlook, Adobe, DocuSign, etc.)

· Minimum college diploma

· Previous experience in the financial planning industry or a similar role is considered a definite asset.

  • Competitive salary with benefits (based on experience)
  • Permanent, full-time
  • Monday to Friday (in-office)

Qualified applicants are invited to submit their resume by email to All applications will be held with strict confidence.

The interest of all applicants is appreciated; however, only those selected for an interview will be contacted. Thank you for your understanding.

Job Types: Full-time, Permanent

Pay: $45,000.00-$60,000.00 per year

Benefits:

  • On-site parking
  • Paid time off
  • RRSP match

Language:

  • English (required)
  • French (required)

Work Location: In person

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