Kickstart your career in the insurance sector as a full-time Administrative Associate. Support investment advisors and ensure exceptional client service in a collaborative, in office environment. In this permanent position, you will assist investment advisors by conducting client portfolio reviews, gathering essential research, and processing various transactions.

Your expertise in client relations will enhance our offerings while ensuring compliance with regulations. A bilingual capability is essential to effectively engage clients in both English and French and deliver top-tier support. Key Responsibilities:

- Deliver exceptional client service to investment advisors
- Process transactions as directed by clients or advisors




- Maintain accurate client records and compliance documentation
- Organize and assist with client events and marketing initiatives
- Prepare and present reports and financial plans for review Requirements:
- Postsecondary diploma required
- 1 year of relevant experience in a similar role
- Bilingual in English and French
- Strong communication and organizational skills
- Ability to work independently and meet deadlines Support investment advisors and enhance client experience in this vital administrative role.

📌 Insurance Administrative Associate Role (Montreal)
🏢 Recrute Action
📍 Montreal