Investment/Financial Advisor Assistant - Montreal

Only for registered members Montreal, Canada

1 week ago

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Job summary

The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service.

Responsibilities

  • Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work;
  • Process and follow up on security transactions and transfers;

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