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Administrative Assistant - Financial Services

job details

summary

    job details
    Are you Hungry and Determined to take the next step in your Career?

    Are you driven by nature ? Looking for a team that you can work hard to play hard with ?

    We have a position to work closely with a portfolio manager downtown Montreal. They are looking for the diamond candidate who will be in for the long run. Someone who isn't afraid to put in the work to see it pay off.

    Advantages
    • Salary : 55k - 70k
    • Full time permanent
    • 35 hrs/week
    • Hybrid after probation period (3 days at the office and 3 days at after)
    • Possibility of bonus and insurance plan

    Responsibilities
    • Appointment booking (facilitated by a technological tool).
    • Preparation of client files for annual meetings.
    • Execute and follow up on transactions approved by the portfolio manager to ensure proper settlement and delivery.
    • Responsible for incoming telephone and electronic contacts of customers and other internal and external partners.
    • Respond to requests for information.
    • Investigate and resolve account issues.
    • Demonstrate team spirit, efficiency and flexibility to adjust to changing work priorities.
    • Participate fully as a member of the team and contribute to a positive work environment.
    • Ensure the general administration of the office.
    • Prepare account openings and transfers and ensure their follow-up
    • Update and maintain office policies and procedures
    • Develop and update administrative systems to make them more efficient
    • Various tasks related to the management of customer accounts

    Qualifications
    • Successful completion of the Canadian Securities Course (CSC) exam, and the Conduct and Practices Handbook Course (CSM)

    • Post-secondary education.• Dynamic professional with a willingness to learn who shows initiative on upcoming projects and tasks.
    • Ability to quickly learn new technologies in an environment that is 95% digital.
    • Ability to handle multiple files at once with very meticulous attention to detail.
    • Excellent oral and written communication skills, in French and English.
    • Proficiency in Office 365 (Outlook, Excel and OneDrive, in particular).
    • Relevant experience in the financial sector or administrative experience.



    Summary
    Does this post interest you ?


    Email us anytime at syed.hossain@randstad.ca or valerie.coulombe@randstad.ca

    If you know people interested in administrative support positions, do not hesitate to provide them with our contact information. It will be our pleasure to help them!

    For more information on this position and all other positions currently available, visit www.randstad.ca.

    We look forward to your resume!

    All resumes received will be considered equally.

    Only selected candidates will be contacted


    Randstad Canada, 525 Viger Avenue West, Suite 501, Montreal, Quebec H2Z 0B3A

    Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

    Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
    Are you Hungry and Determined to take the next step in your Career?

    Are you driven by nature ? Looking for a team that you can work hard to play hard with ?

    We have a position to work closely with a portfolio manager downtown Montreal. They are looking for the diamond candidate who will be in for the long run. Someone who isn't afraid to put in the work to see it pay off.

    Advantages
    • Salary : 55k - 70k
    • Full time permanent
    • 35 hrs/week
    • Hybrid after probation period (3 days at the office and 3 days at after)
    • Possibility of bonus and insurance plan

    Responsibilities
    • Appointment booking (facilitated by a technological tool).
    • Preparation of client files for annual meetings.
    • Execute and follow up on transactions approved by the portfolio manager to ensure proper settlement and delivery.
    • Responsible for incoming telephone and electronic contacts of customers and other internal and external partners.
    • Respond to requests for information.
    • Investigate and resolve account issues.
    • Demonstrate team spirit, efficiency and flexibility to adjust to changing work priorities.
    • Participate fully as a member of the team and contribute to a positive work environment.
    • Ensure the general administration of the office.
    • Prepare account openings and transfers and ensure their follow-up
    • Update and maintain office policies and procedures
    • Develop and update administrative systems to make them more efficient
    • Various tasks related to the management of customer accounts

    Qualifications
    • Successful completion of the Canadian Securities Course (CSC) exam, and the Conduct and Practices Handbook Course (CSM)

    • Post-secondary education.• Dynamic professional with a willingness to learn who shows initiative on upcoming projects and tasks.
    • Ability to quickly learn new technologies in an environment that is 95% digital.
    • Ability to handle multiple files at once with very meticulous attention to detail.
    • Excellent oral and written communication skills, in French and English.
    • Proficiency in Office 365 (Outlook, Excel and OneDrive, in particular).
    • Relevant experience in the financial sector or administrative experience.



    Summary
    Does this post interest you ?


    Email us anytime at syed.hossain@randstad.ca or valerie.coulombe@randstad.ca

    If you know people interested in administrative support positions, do not hesitate to provide them with our contact information. It will be our pleasure to help them!

    For more information on this position and all other positions currently available, visit www.randstad.ca.

    We look forward to your resume!

    All resumes received will be considered equally.

    Only selected candidates will be contacted


    Randstad Canada, 525 Viger Avenue West, Suite 501, Montreal, Quebec H2Z 0B3A

    Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

    Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.