Investments Admin Assistant: Client Relations & Ops

Recruit Action inc.; Montreal; Sur place; CAD 65 000 - 85 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Bilingual English/French

Verbal and written communication

Organizational skills

Initiative

Independent work

Deadline oriented

Formation

Postsecondary education

Description du poste

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.