Take your administrative skills to the next level as a Bilingual Advisor Assistant at Retirement by Design, located in Ottawa. This full time position prioritizes client engagement and excellent organizational capabilities.
In this role, you will collaborate with Financial Advisors at Retirement by Design, supporting clients effectively in both French and English. Your ability to manage appointments, prepare paperwork, and maintain organized client files using Equisoft will be essential. You will help foster a collaborative environment as you contribute to exceptional client experiences.
Key Responsibilities:
• Provide client support in both official languages
• Schedule meetings and manage client follow-ups
• Prepare documentation and maintain client records




• Assist with administrative tasks related to client servicing
• Participate in team meetings for continuous improvement
Requirements:
• Bilingual proficiency in French and English
• At least 2 years in client service roles
• Strong organizational and time management skills
• Expertise in Microsoft Office applications
• Keen attention to detail and client focus
Utilize your bilingual skills and organizational expertise for impactful client interactions at Retirement by Design in Ottawa.
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📌 Ottawa Bilingual Advisor Assistant Role
🏢 Desjardins Financial Security Independent Network - Ottawa #118
📍 Ottawa