Elevate your career as a Bilingual Advisor Assistant at Retirement by Design in Ottawa. This full time position focuses on exceptional client service and strong organizational skills.
Retirement by Design is seeking a highly organized Bilingual Advisor Assistant to enhance client experiences. Collaborating with Financial Advisors and the Operations Team, you’ll support client interactions in both English and French. Your role will involve meticulous record-keeping in Equisoft and facilitating seamless client engagements to ensure satisfaction.
Key Responsibilities:
• Provide bilingual client service via phone, email, and in person
• Schedule and coordinate client meetings and logistics




• Assist in meeting preparation and follow up on documents
• Maintain accurate client records in Equisoft
• Support administrative activities like account openings and paperwork
Requirements:
• Bilingual in French and English
• 2+ years of administrative experience
• Strong organizational and time management skills
• Proficiency in Microsoft Office Suite
• Attention to detail and accurate communication
Offer your organizational expertise and client service skills to Retirement by Design in Ottawa.
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📌 Bilingual Advisor Assistant in Ottawa
🏢 Desjardins Financial Security Independent Network - Ottawa #118
📍 Ottawa