Wealth Management Admin & Client Services Assistant

Scotiabank; Montreal; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading financial institution in Montreal is seeking an Administrative Support Assistant to provide essential administrative support to Advisors and their teams, ensure top-notch client service, and manage client account documentation effectively. The ideal candidate will possess strong organizational skills, be fluent in both French and English, and have secondary education qualifications. This role operates in a fast-paced office environment and requires proactive communication and time management skills.

Qualifications

• Experience in a customer service environment.
• Ability to handle multiple tasks in a fast-paced setting.
• Fluent in both French and English.

Responsibilities

• Provide administrative support to Advisors and their teams.
• Ensure non-trade client service and manage client interactions.
• Process client account documentation and maintain accurate records.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Ability to take initiative and work independently

Ability to meet deadlines

Knowledge of Microsoft systems: Word, Excel, and PowerPoint

Education

Secondary education

Job description

A leading financial institution in Montreal is seeking an Administrative Support Assistant to provide essential administrative support to Advisors and their teams, ensure top-notch client service, and manage client account documentation effectively. The ideal candidate will possess strong organizational skills, be fluent in both French and English, and have secondary education qualifications. This role operates in a fast-paced office environment and requires proactive communication and time management skills.