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Are you an administrative professional looking for a new challenge? Do you have administrative experience within the finance or banking field? Would you like to work with a company specializing in private portfolio management and finance? Are you a versatile, organized, and proactive individual with great people skills? If so, this role can be your next challenge! Our client is looking for their next administrative associate to join their close-knit team in downtown Montreal.
Job Responsibility:
Front desk reception and general office support
Managing incoming and outgoing mail and courier services
Responding to daily client and Portfolio Manager transaction requests
Preparing documentation for new and existing clients
Following up on client requests, including account openings and transfers
Coordinating quarterly and annual mailing of client statements
Managing office supplies and inventory
Assisting with quarterly reconciliations
Requirements:
Excellent attention to detail
Experience in the financial sector is a big plus
Strong data entry and administrative skills
Quick and independent learner, comfortable with new systems
Excellent client service skills and positive attitude
Strong ability to multitask, prioritize in case of conflicting tasks and work well under pressure
Professional attitude and demeanor
Very comfortable in English and a professional level of French
What we offer:
4 weeks vacation
Comprehensive health benefits covering 80% of most areas after probationary period
Paid team lunches every Friday
100% in office work, 9-5pm Monday to Friday (37.5 hour week)