*Administrative Assistant, Investments

Recruit Action inc.; Montreal; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

37.5-hour week

On-site work

Retirement plan after 6 months

Wellness program

TELUS Health services

16 vacation days per year

Training reimbursement

Comprehensive benefits

Job summary

Recruit Action inc. in Montreal seeks an experienced administrative professional for a permanent daytime banking support role. The position offers a 37.5-hour workweek, comprehensive benefits, and an attractive PTO package, with on-site work five days a week.

You will coordinate client meetings, process requests, ensure regulatory compliance, maintain client records, and collaborate with internal teams to deliver an outstanding bilingual client experience.

Qualifications

• Postsecondary education required.
• Minimum of 5 years in a similar role.
• Bilingual in English and French for client service and coordination.
• Excellent verbal and written communication skills.
• Strong organizational abilities.
• Ability to take initiative and work independently.
• Ability to meet deadlines and manage priorities.

Responsibilities

• Promote a client-focused culture and build long-term client relationships.
• Coordinate client meetings, book rooms, prepare docs, handle changes, organize seminars, welcome participants, and enter notes.
• Process client requests including transfers, deposits, withdrawals, payments, tax receipts, and statements.
• Respond promptly to inquiries and escalate as needed.
• Provide efficient administrative support and verify regulatory documentation and client records.
• Verify daily transactions and system entries for accuracy.
• Resolve client operational issues and document interactions per guidelines.
• Comply with regulatory requirements and internal policies; support AML/ATF and conduct risk rules.

Skills

Bilingual English/French

Verbal and written communication

Organizational skills

Initiative

Independent work

Deadline oriented

Education

Postsecondary education

Job description

Build your career in the banking industry within a dynamic professional environment where you will contribute to smooth operations and an outstanding client experience. Enjoy a permanent daytime position, a 37.5-hour workweek, comprehensive benefits, and a generous paid time off package in a collaborative workplace.

What is in it for you:

• Annual salary of 65K-85K.
• 37.5-hour work week.
• On-site work, 5 days per week.
• Start time of 8:00 am, 8:30 am, or 9:00 am, depending on team needs.
• Retirement plan after 6 months of service.
• Employee wellness program.
• Access to TELUS Health services.
• 16 vacation days per year.
• Reimbursement of job-related training expenses.

Responsibilities:

• Promote a client-focused culture and help build long-term client relationships.
• Coordinate client meetings, including booking meeting rooms, preparing documentation, managing schedule changes, organizing seminars, welcoming participants, coordinating refreshments, following up after meetings, and entering meeting notes into the contact management system.
• Process client requests, including account transfers, deposits, withdrawals, payments, tax receipt requests, and account statements.
• Respond promptly to client inquiries and escalate matters when appropriate.
• Deliver efficient administrative support by following up on regulatory documentation, maintaining up-to-date client records, and verifying daily transactions and system entries for accuracy.
• Resolve client operational issues accurately and efficiently, issue instructions for withdrawals, deposits, transfers, and other transactions according to established guidelines, and ensure all interactions are properly documented.
• Understand the documentation requirements for various client account types.
• Contribute to the team's success by building effective working relationships with internal stakeholders while maintaining a high level of client service.
• Comply with regulatory requirements, as well as internal policies and procedures.
• Perform duties in accordance with ethical standards, internal controls, and operational risk, compliance, anti-money laundering (AML), anti-terrorist financing (ATF), and conduct risk requirements.
• Foster a productive and inclusive work environment.

What you will need to succeed:

• Postsecondary education.
• 5 years of experience in a similar role.
• Bilingual in English and French to provide client service, respond to inquiries, coordinate meetings, process client files, and communicate effectively with clients and stakeholders in both languages.
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Ability to take initiative.
• Ability to work independently.
• Ability to meet deadlines.