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Wealth Admin & Client Service Specialist
Zusammenfassung
A leading financial services company in Toronto is seeking an Administrative Assistant to provide essential support in a dynamic environment. The successful candidate will coordinate client services, ensure compliance, and improve operational efficiency. Excellent communication in both English and French along with proven organizational skills are essential. This role offers the opportunity to grow in the financial services industry. Join us in helping clients achieve their financial goals.
Qualifikationen
- 2 years of experience in the financial industry is ideal.
- Must be able to communicate effectively in English and French.
- Demonstrated ability to maintain a professional telephone manner.
Aufgaben
- Respond to client inquiries on the phone queue.
- Schedule client-advisor meetings and ensure documentation accuracy.
- Collaborate with business partners to enhance client service.
Kenntnisse
Ausbildung
Tools
* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.