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Administrative Assistant

1 month ago

Greater Montreal Metropolitan Area, Canada CI Assante Wealth Management Full time

TITLE: Administrative Assistant - Bilingual

KHB Capital – Assante Wealth Management.

SALARY: $ 60 000 + Bonus + Benefits, depending on experience.


Are you a fluently bilingual Administrative Assistant looking for full-time work in the West-Island?

Do you enjoy working in a process driven practice?

Do you take pride in your attention to detail? Are you precise, focused and structured?

Do you enjoy being part of a dynamic team?


KHB Capital is a leading financial planning, investment advisory, complete wealth management team within Assante Capital Management Ltd. Working extensively with business owners and professionals, KHB Capital provide professional service in an organized and ethical way, dedicated to assisting high net worth clients in understanding and implementing investment, tax and estate planning solutions. We pride ourselves in adding value through exceptional knowledge, service and follow through.


Location: 2020 Trans-Canada Highway, Dorval, Qc

Work remotely: In office / flexible 

Job Type: Full Time / flexible hours

Education: Post-Secondary Education or equivalent combination of education and experience


Category: Wealth Management / Financial Planning

Job Description: Bilingual Administrative Assistant  

Commencing Date: Immediate


What you will do:


Preparation of pre-meeting materials and financial reports


Completion of post-meeting follow-up activities


Resolve client queries and concerns


Research information for special reports

Back up on order processing and administration

Assist in marketing and client relationships


What you will bring: 


A background in the financial service industry is required

Experience in financial services or accounting

Fluently bilingual, written and spoken (French, English)


Strong interpersonal communications skills

Strong attention to detail, accuracy and follow through


Excellent planning, time management and organizational skills

Ability to work autonomously and to multi-task

In depth knowledge of Microsoft Office suite and Salesforce are an asset

Discretion and respect for confidentiality


What you can expect from us:

Competitive compensation package

Performance based bonus plan

Ongoing professional development through corporate events

Flexible schedule

Excellent Benefits plan: Dental, Health, Disability & Life Insurance

On-site Gym (free)

On-site Parking (free)

Potential for growth and promotion


Send resume to: KHBCapital@assante.com

Contact: Olivier Brasseur



French version below

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Titre: Assistant(e) Administratif(ive) - Gestion de Patrimoine Bilingue

KHB Capital - Gestion de Patrimoine Assante.

Salaire: $ 60 000 + Prime + Avantages, tout dépendant de l’expérience

 

Êtes-vous un(e) Assistant(e) Administratif(ive) bilingue qui est à la recherche d’un emploi à temps plein dans l’Ouest de L’île?

Avez-vous de l ‘expérience dans le secteur de services financiers ou la comptabilité?

Portez-vous attention aux détails?

Êtes-vous précis et bien organisé dans votre travail?

Avez-vous la capacité de gérer plusieurs projets simultanément?

Aimez-vous le travail d'équipe?

 

KHB Capital est une équipe de conseil en planification financière au sein de Gestion de Patrimoine Assante, l'une des plus importantes sociétés de gestion de fortune au Canada. Les KHB Capital aident les propriétaires de petites entreprises et les professionnels avec leurs investissements, la planification fiscale et successorale, y compris les possibilités de planification plus complexes telles que le gel successoral, les sociétés de portefeuille et les fiducies familiales.

 

Lieu de travail: 2020 route Transcanadienne, bureau 200, Dorval, QC

Travail à domicile: Bureau / flexible

Type de poste: à temps plein / heures flexibles

Éducation: post secondaire ou combinaison équivalente d'éducation et d'expérience

Catégorie: Gestion de Patrimoine/ Planification Financière

Description du poste: Assistant(e) Administratif(ive) Gestion de Patrimoine Bilingue

Entrée en fonction: immédiate

 

Responsabilités:

Préparation de documents et rapports financiers pour réunions de clients

Consolidation et entré de donnés et des activités pour assurer le suivi des réunions

Résoudre les requêtes et les préoccupations des clients

Recherche pour les rapports spéciaux

Support pour le traitement et l’administration des commandes

Support marketing et aux relations clients

 

 

 

Exigences:

Connaissance approfondie dans le secteur des services financiers est requise

Parfaitement Bilingue (Français-Anglais)

Expérience dans le secteur des services financiers ou comptabilité

Forte capacité de communication interpersonnelle et écrite

Forte attention aux détails, à l'exactitude et à la continuité

Forte planification, gestion du temps et compétences organisationnelles

Capacité à travailler de manière autonome et à gérer simultanément plusieurs tâches

Bonne connaissance du logiciel Microsoft Office suite, Salesforce est un atout

Discrétion et respect de la confidentialité

 

Ce que vous pouvez attendre de nous :

Rémunération concurrentielle

Plan de boni

Développement professionnel

Horaire flexible

Excellent régime d’avantages sociaux : assurance dentaire, maladie, invalidité et vie

Gymnase sur place (gratuit)

Stationnement (gratuit)

Possibilité de croissance et de promotion

 

Veuillez envoyer votre CV à : KHBCapital@assante.com

Contact : Olivier Brasseur