Administration Assistant - Montreal, Quebec

Only for registered members Montreal, Quebec, Canada

1 week ago

Job summary

Supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration providing exceptional client service to support business objectives.

Responsibilities

Coordinates marketing activities on behalf of the advisory team including website social media initiatives client recognition for meaningful life events and planning of client events.
Assists in preparing for client meetings including scheduling appointments handles clients general day-to-day requests inquiries including basic money movement technology issues account opening update follows up in timely confidential manner generates reports documents for IAs clients processes items for client accounts files maintains organizes client database files ensures transactions tasks assigned completed provides team members support on technology issues use new technology general inquiries escalations related policies procedures processing gathers distributes information updates training guidelines technology business related information develops rapport instills confidence with clients credibility promotes positive client experience resulting retaining long-term relationships delivers exceptional experience assists managing portfolio clients retain grow relationships supports IAs individual investment needs provide professional customized investment-related advise sales services works collaboratively within market partners community build relationships deliver desired customer experience follows risk compliance processes policies ensure safeguard customers assets maintain privacy act best interests ensure effectively run branch protects Banks assets clients assets complies regulatory legal ethical requirements maintains confidentiality completes complex diverse tasks given rules limits analyzes issues determines next steps escalates required broader work accountabilities may assigned needed.

Job description

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Administration Assistant - Montreal, Quebec

Job summary

Responsibilities

Job description

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