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
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