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Are you a professional who wants to take on challenges while working as part of a team? Can you be creative in solving problems? Are you thorough and service-oriented? If you are committed to excellence, you have a place here at our company in Pointe-Claire.
Job Responsibility:
Preparing transfer documentation and closely monitoring the progress of all transfers
Timely processing of transactions and conducting close follow-up using internal systems
Detailed entry of client discussions, client meetings and logging of all client communications
Preparing and editing correspondence, communications and other documents
Developing a keen knowledge and understanding of applicable Compliance regulations and addressing various Compliance reports
Managing executive’s schedule, appointments, and travel arrangements
Closely monitoring and managing executive’s emails
Replying professionally to client inquiries either electronically, in person or by telephone
Prepare materials required for client meetings
Communication with clients
Answering incoming calls, receiving and interacting with clients
Requirements:
Experience in the financial services background an asset
Bilingual English and French (spoken and written) or English an advanced French
At least 2-3 years experience of administrative skills
Strong attention to detail
Good customer service skills
Knowledge of Microsoft Office (Word, Excel and Outlook)
What we offer:
Monday-Friday 8:30AM-4:30PM or 9 AM-5PM
Hybrid model 3 days from office and 2 days from home
Bonus plans
Incentive plans
Value work-life balance and offer a casual and fun environment
Convenient location with access to free parking
Opportunity to work with a highly talented, winning team
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