Hybrid Financial Services Assistant

Posted 1 hour ago

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About the role

  • Wealth Management Assistant focusing on business relationships and client solutions. Providing administrative support and assistance to operational issues in a hybrid work environment.

Responsibilities

  • Provide administrative assistance in the areas of compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches
  • Serve as resource person for all employees regarding policies, procedures, methods, and operational and interpersonal problem-solving
  • Work with support services to resolve everyday operational issues in the branch or branches
  • Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues
  • Proactively help recruit and hire administrative staff for your branch or branches
  • Handle logistics when employees start or leave.

Requirements

  • Attestation of Collegial Studies
  • A minimum of three years of relevant experience
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required
  • Action oriented
  • Customer Focus
  • Differences
  • Drive results
  • Interpersonal Savvy
  • Nimble learning

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job title

Financial Services Assistant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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