Administrative Assistant - Montréal, Canada - Raise

Raise

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Support the Specialist in all aspects of the role;

Responsible to provide support during the client onboarding, transition and daily trading process;
Work alongside Investment, Client Service and Onboarding teams on preparing strategy and timelines for the client onboarding/transition;
Provide regular communications to Portfolio Management Team and onboarding regarding the status of current transition project;
Coordinate with operations and onboarding team to ensure daily trading process is completed in a timely and efficient manner;
Responsible for ownership of assigned tasks and ensure timely completion, in line with business requirements;
Provide support and assist with Ad hoc duties as required.

What you need to have:

Numerate able to think on one's feet to understand and troubleshoot client and fund trades
Able to collaborate with various teams to get matters resolved at priority
Strong sense of ownership, attention to detail and ensuring highquality deliverables within set timelines;
Good command of Excel and automation processes.

What makes you stand out:

3 years of professional work experience in asset management, trading, consulting/fiduciary management, or a related field;
Post-Secondary Degree or higher education. Working towards professional qualifications (CFA, CIM or equivalent) are desirable.
Ability to manage and deliver multiple projects at any point in time collaboratively with team members locally.
Attention to detail highly important
Works well with deadlines
Communication skills, organization skills
Trading experience preferred
Charles River platform experience is a plus
Hybrid 2 days/week in office the rest remote
There may be FTE opportunity