Administrative Assistant

Tasks

• Supporting the advisory activities of a team of financial advisors specializing in investment management and personal insurance.
• Digitizing and organizing client files and reference documents.
• Recording client data and information related to advisory activities in the management system.
• Organizing files for client meetings.
• Managing appointment scheduling with clients and send the agenda and preparatory documents via email.
• Answering and redirect phone calls.
• Formatting various documents using MS Office.
• Performing all other administrative tasks.
• If you're ready for a new challenge, we want to meet you!

Advantages

• Group insurance paid 50% by the employer.
• Flexible schedule.
• Performance bonus at the end of the year.
• Opportunities for advancement with reimbursed continuous training.
• Free parking.

Job requirements

• DCS in secretarial studies or office administration.
• At least 1 year of experience in an administrative support role.
• Mastery of social media (Facebook, LinkedIn, Twitter).
• Proficiency in Microsoft Office.
• Excellent French grammar.
• Experience in insurance/investments is a strong asset.

Desired profile

• Person who is friendly, approachable, quick-witted, and dynamic.
• Customer service-oriented, responsible, and professional.
• Initiative-driven with good organizational skills.
• Team player.