Administrative Assistant - Dorval - CI Assante Wealth Management

    CI Assante Wealth Management
    $42,000 - $65,000 (CAD) per year *
    Description

    Notre équipe est à la recherche d'un(e) adjoint(e) administratif(ve) pour soutenir les activités quotidiennes de notre pratique en gestion de patrimoine.

    Ce poste à temps plein, en présentiel, joue un rôle clé dans l'expérience client et le fonctionnement efficace de nos opérations.

    Responsabilités principales :

    • Soutien administratif et analytique au conseiller
    • Gestion proactive des communications et de l'horaire
    • Traitement des demandes clients et exécution de transactions sensibles aux délais
    • Fournir un soutien administratif aux dossiers d'assurance et assurer la mise à jour des dossiers clients.
    • Préparation des documents et rapports pour les rencontres, suivis post-rencontre et coordination d'événements clients

    Profil recherché :

    • Minimum de 2 ans d'expérience comme adjoint(e) administratif(ve) dans le secteur des services financiers, incluant les fonds communs et les assurances
    • Excellente orientation service à la clientèle, attitude professionnelle et accessible
    • Parfaitement bilingue, à l'oral et à l'écrit (français et anglais)
    • Souci du détail avec un haut niveau de précision et de suivi
    • Maîtrise de Microsoft Office

    Si cette opportunité correspond à votre expérience et à vos objectifs professionnels, nous serions heureux d'entrer en contact avec vous.

    Courriel :

    Tél :

    #J-18808-Ljbffr
    * This salary range is an estimation made by beBee
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