Bilingual Administrative AssistantHeritage Wealth Partners, powered by Manulife Wealth Montreal, Quebec | Full-Time

About UsHeritage Wealth Partners, powered by Manulife Wealth, is a performance-driven wealth management practice specializing in multigenerational planning — helping families build, protect, and transition wealth across generations. As our practice continues to grow, we are seeking an organized and detail-oriented professional to support our advisory team and help ensure the seamless day-to-day operation of our office.

About the RoleThe Administrative Assistant plays a key role in supporting our advisors and delivering a consistently high standard of client service. The ideal candidate is highly organized, thrives under deadlines, and takes genuine pride in accuracy and follow-through.

Key Responsibilities

- Provide administrative support to advisors, including scheduling, correspondence, and file management
- Prepare and process client documentation, including account opening, transfer, and maintenance forms
- Communicate with clients in a skilled and courteous manner by phone, email, and in person
- Maintain accurate client records in accordance with applicable compliance and regulatory standards
- Coordinate meetings, appointments, and client communications




- Support day-to-day office operations and assist with special projects as required

Qualifications
- 2+ years of administrative experience, ideally within financial services, wealth management, or a related field
- Bilingual in English and French (required)
- CSC (Canadian Securities Course) licensed
- Strong organizational skills with exceptional attention to detail
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office (Outlook, Word, Excel)
- Proven ability to manage competing priorities in a deadline-driven environment
- A professional, positive demeanor and sound judgment in handling confidential information

Considered an asset:

- Experience with Salesforce
- Comfort with AI productivity tools (e.g., Microsoft Copilot, ChatGPT, Claude)

Why Join Us
- A well-established, performance-driven practice with a strong reputation for client service
- A long-term career opportunity within a well-established, growing practice
- A collaborative, supportive team environment

How to ApplyQualified candidates are invited to submit their resume and a brief cover letter to [email protected], with the subject line "Bilingual Administrative Assistant Application." We thank all applicants for their interest; however, only those selected for an interview will be contacted.

📌 Administrative Assistant (Pointe-Claire)
🏢 Manulife Wealth
📍 Pointe-Claire