Support Investment Advisors from the Pointe-Claire office through client service, account documentation, and organized administrative coordination in English and French.
This Assistant role supports business growth by helping Investment Advisors deliver high-level client service. You will manage contacts, prepare client reviews and reports, investigate account inquiries, and maintain accurate files. Regular communication with clients, partners, employees, branches, and executives outside Quebec requires English and French proficiency.
Key Responsibilities: Service incoming telephone and email contacts professionally
Prepare account documentation, presentations, correspondence, and reports
Respond to client information requests and account inquiries
Request documentation and keep client files current
Follow up on trades, expenses, filing, and office administration
Requirements: Post-secondary education
Financial sector or administrative experience
English and French oral and written proficiency
Microsoft Office proficiency, including Word, Excel, PowerPoint, and Outlook
Solid organization, communication, prioritization, and attention to detail
Bring bilingual client service, financial administration, and Microsoft Office skills to support Investment Advisors and clients in Pointe-Claire.