Job Responsibility:

Administrative assistant in an Investment brokerage office

Saint-Leonard, QC, Full time

Our team at Manulife Securities Incorporated is looking for an administrative assistant to assist in various administrative tasks and provide day-to-day operational support.

Responsibilities:- Answer the telephone in French and English, provide information, take messages, transfer calls, and book clients' appointments.- Responsible for the day-to-day operations of the office- Maintaining a compliant record management process for client and business files- Support client relationships by providing high quality client service by phone, email and in person.- Resolve and respond to client concerns and inquiries in a professional and timely manner- Ensure compliant documentation of all transactions- Participate in ongoing training related to job duties; develop knowledge and skill through sponsored education- Assist in the design and implementation of business development strategies, communications, marketing campaigns and events as needed- Organize office events- Prepare and submit account opening documents.- Maintain data in client relationship management software (CRM).- Process mail, prepare client correspondence

Qualifications:

- Canadian Securities Course (CSC®) completion is a plus. If you do not have the Canadian Securities Course (CSC®) certificate , you will be expected to complete the course within 3-5 months of your start date.

- Excellent functional knowledge of MS Office: Excel, Word, Teams, and Outlook

- Provide unparalleled customer service by paying personalized attention to each customer (special requests, birthdays, celebrations, etc.).

- Initiative, problem solving, and client service skills are essential.

- Bilingual: Fluent in the written and oral form of the English and French languages.

- Proven effective time management skills.

- Adaptable to an evolving practice.

- Meticulous attention to detail and handling of confidential client information.

- Ability to prioritize, multitask, and provide necessary follow ups. Organizational skills: ability to manage multiple files at once and work with tight deadlines.

- Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)

- Working experience in the financial industry is an asset.

Monday - FridayIn person position - no remote workOnsite parking

Job Type: Full-time

Salary: $25.00-$33.00 per hour

Expected hours: 40 per week

Advantages:

- RRSP match

Schedule:

- Day shift
- Monday to Friday

Education:

- Bachelor's Degree (required)

Experience:

- Administrative experience: 2 years (preferred)

Work Location: In person

📌 Administrative assistant in an Investment brokerage office (Quebec)
🏢 Manulife Securities
📍 Quebec