Apply on Kit Job: kitjob.ca/job/2fs687

Join the financial sector as a Bilingual Administrative Associate, providing essential support to Wealth Management Advisors. Manage client interactions and maintain administrative efficiency in a hybrid model.
This role is key to client satisfaction and operational success in the wealth management sector. You will be required to hold relevant securities licenses and excel in a fast-paced environment while managing multiple administrative tasks. Exceptional people and organizational skills will ensure a professional service experience.
Key Responsibilities:
• Directly assist clients with service needs
• Schedule client meetings and manage adviser's calendar
• Ensure compliance in documentation and recordkeeping




• Prepare investment reports and financial plans
• Collaborate with team members for effective service delivery
Requirements:
• Preferred undergraduate degree
• Experience in financial services administration
• Advanced skills in Microsoft applications and CRM
• Bilingual in English and French
• Solid detail orientation and communication skills
Contribute to a vibrant financial advisory practice by delivering outstanding client services and adept administrative management.
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Apply on Kit Job: kitjob.ca/job/2fs687

📌 Bilingual Administrative Associate in Wealth Management Services (Montreal)
🏢 Manulife Financial
📍 Montreal