Organize investment administration from the Pointe-Claire office by maintaining records, preparing reports, and supporting Investment Advisors with meticulous accuracy.
This Assistant position contributes to effective team functioning through administration-related tasks and dependable Investment Advisor support. You will maintain expense records and spreadsheets, complete filing, prepare presentations and correspondence, and help keep client documentation current. The role also requires communication with clients, partners, employees, branches, and executives.
Key Responsibilities:
- Maintain expense records and spreadsheets accurately
- Complete filing and general administrative office duties
- Assist with client reviews, presentations, correspondence, and reports
- Professionally manage telephone and email contacts
- Adhere to professional practices, processes, and controls
Requirements:
- Post-secondary education
- Relevant financial sector or administrative experience
- Excellent Microsoft Word, Excel, PowerPoint, and Outlook proficiency
- Meticulous attention to detail and robust organizational skills
- Ability to learn technologies, prioritize, multitask, and work collaboratively
Apply administrative precision, technology skills, and team coordination to support investment operations and client service in Pointe-Claire.