Bilingual New Accounts Administrator (EN/FR)

Aviso Wealth; Montreal; On-site; CAD 46,000 - 55,000; Full time

Job summary

A leading wealth management organization in Montreal is seeking a Bilingual New Account Administrator. This role involves processing new accounts, providing administrative support, and ensuring compliance with protocols. Candidates should have post-secondary education, 1–2 years of administrative experience in financial services, and fluency in English and French. A competitive compensation package is offered.

Benefits

Competitive compensation package

Excellent health and dental benefits

Generous vacation time

Matching contributions to retirement

Education assistance program

Regular social events

Qualifications

• 1–2 years of experience in an administrative capacity, preferably in financial services.
• Fluency (written and spoken) in English and French is required.

Responsibilities

• Process new accounts in accordance with service level agreements.
• Provide administrative support and ensure coverage of our fee‑based lines of business.
• Ensure compliance with protocol when processing applications.

Skills

Client service orientation

Accountability

Collaboration

Microsoft Office proficiency

Fluency in English and French

Education

Post-secondary education or equivalent experience

Canadian Securities Course (CSC)

Tools

Microsoft Excel

Dataphile

Job description

A leading wealth management organization in Montreal is seeking a Bilingual New Account Administrator. This role involves processing new accounts, providing administrative support, and ensuring compliance with protocols. Candidates should have post-secondary education, 1–2 years of administrative experience in financial services, and fluency in English and French. A competitive compensation package is offered.