iA Private Wealth
Location
Laval, QC | Canada
Job description
Administrative Assistant - Finance, Investment Management About the company: iA Private Wealth is a Canadian company with a diversified business ranging from wealth management to group pensions. It is a major player in the Canadian market where it serves three million people across the country and ranks fourth among insurance companies. What is the opportunity? As the Administrative Assistant at iA Private Wealth, you will provide high-quality administrative support to the Investment Advisors and Associate Advisors. iA Private Wealth provides advice, service, and assistance to high-net-worth clients for their investment and retirement planning. What will you do? · Provide a high level of administrative support ensuring quality service and professionalism at every customer interaction. · Work efficiently in a multi-tasked environment and ensure deadlines are met. · Apply appropriate accuracy in preparing and completing all required documentation. · Submit and track transfers from banks and other financial institutions. · Keep others in the immediate team informed and up-to-date about the status/progress of projects, and all relevant or useful information related to day-to-day activities. · Greet and host clients at reception. · Organize meetings for the Investment Advisor What do you need to succeed? · Exceptional written and verbal communication skills in French and English. · Experience providing administrative support at a bank, or investment brokerage firm. · Advanced knowledge of Microsoft Office 360, (Excel, Word, Outlook). · Exceptional interpersonal skills. · Meticulous attention to detail with the ability to multi-task, stay organized, and meet strict deadlines in a fast-paced environment. · Ability to handle confidential matters with discretion and sound judgment. Nice-to-have, but not necessary · Experience working with high-net-worth clients within the financial services industry. · CSC, Canadian Securities Course, AMF Insurance Course. · Post-secondary education. · Good knowledge and understanding of modern technology. What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. · A competitive compensation. · Health Benefits. · Leaders who support your development through coaching and continuing. · Work in a dynamic, collaborative, progressive, and high-performing team. Contact me; Fabio Ponari Conseiller en placement | Investment Advisor iA Gestion privée de patrimoine | iA Private Wealth 2525, boulevard Daniel-Johnson, Suite 525 Laval (Québec) H7T 1S9 T: 514-447-9976 , Ext. 204 E: [email protected]
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