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
- Robust 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.

📌 Bilingual Investment Advisor Assistant (Canada)
🏢 Richardson Wealth
📍 Canada