Bilingual Administrative Assistant — Wealth Management

RBC; Brossard; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading financial services provider in Brossard is seeking an Administrative Assistant to join their advisory team. The role involves supporting Investment Advisors and providing exceptional service to clients. Candidates must be bilingual in English and French, have strong skills in Microsoft 365 applications, and demonstrate excellent attention to detail and time management. A comprehensive rewards program and ongoing training will be provided.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

World-class training program in financial services

Qualifications

• Strong working knowledge of Microsoft 365 apps is required.
• Must demonstrate meticulous attention to detail and excellent time management skills.
• Bilingualism (English and French) is essential for client interactions.

Responsibilities

• Responsible for servicing incoming contacts from clients and advisors.
• Support Investment Advisors with administrative duties.
• Request information from clients for account openings and updates.

Skills

Strong working knowledge of Microsoft 365 apps

Meticulous attention to detail

Excellent time management skills

Bilingualism (English and French)

Ability to work as part of a team

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Minimum of 2 years of experience in the securities industry

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

A leading financial services provider in Brossard is seeking an Administrative Assistant to join their advisory team. The role involves supporting Investment Advisors and providing exceptional service to clients. Candidates must be bilingual in English and French, have strong skills in Microsoft 365 applications, and demonstrate excellent attention to detail and time management. A comprehensive rewards program and ongoing training will be provided.