Administrative Associate, Investments Build your career in the insurance industry within a dynamic professional environment where you will support investment advisors and contribute to delivering an exceptional client experience. Enjoy a permanent full-time position with comprehensive benefits, a generous paid time off program, and a collaborative on-site work environment.

What is in it for you:

- Annual salary of 52K-55K.
- Permanent daytime position.
- 37.5-hour work week.
- In office work, 5 days per week.
- Start time of 8:00 am, 8:30 am, or 9:00 am, depending on team needs.
- Comprehensive benefits package.
- Retirement plan after 6 months of service.
- Employee share ownership program.
- Employee wellness program.
- Access to TELUS Health services.
- 16 vacation days per year.
- 5 personal days.
- 10 paid sick days.
- Reimbursement of job-related training expenses.

Responsibilities

- Deliver exceptional client service by supporting one or more investment advisors with periodic client portfolio reviews to validate client needs, risk profiles, and applicable investment programs.
- Gather research and product information from internal and external sources.
- Process client transactions according to client or advisor instructions.
- Maintain current knowledge of regulations and trading activities applicable to client accounts.
- Follow up with clients regarding outstanding regulatory documentation.
- Maintain accurate client records and information in the appropriate systems.
- Review daily transactions and data entries to ensure accuracy and timely processing.
- Respond promptly to client inquiries, resolve issues, process transactions accurately, and escalate matters when required.
- Issue instructions for withdrawals, deposits, swaps, and transfers in accordance with client or advisor directions.
- Accurately document all client interactions.
- Understand the documentation requirements for various client account types.




- Support marketing initiatives by identifying opportunities to gather additional assets or increase revenue from existing clients.
- Assist with the organization of client events, including seminars, conferences, and appreciation events.
- Maintain or coordinate electronic marketing activities.
- Manage the approval process for marketing communications and mass mailings.
- Support business growth by reviewing restricted accounts, monitoring commissions and payouts, and participating in the Bank referral process.
- Prepare, analyze, and present reports, recommendations, financial plans or concepts, insurance proposals, and annual transaction summaries for advisor review.
- Recommend improvements to operational processes, client value creation, and the effective use of specialist teams.
- Build effective working relationships with team members and internal partners.
- Actively participate in team meetings, share knowledge, and contribute to the development of team members.
- Perform all duties in compliance with applicable regulations, internal policies and procedures, compliance requirements, and risk management practices.

What you will need to succeed:

- Postsecondary diploma.
- Meet all applicable education, examination, and training requirements to obtain licensing and registration as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO).
- 1 year of experience in a similar role.
- Bilingual in English and French to support investment advisors and provide client service in both languages.
- Excellent verbal and written communication skills.
- Strong organizational skills.
- Ability to take initiative and work independently.
- Ability to meet deadlines.
- Understanding of industry regulations or the organization's compliance requirements.
- Ability to follow advisor instructions regarding client trading activities.

Why Recruit

Action?

Recruit

Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.

📌 *Administrative Associate, Investments (Montreal)
🏢 Recrute Action
📍 Montreal