administrative assistant, Montreal

posted
contact
randstad canada
job type
permanent
salary
$ 18.32 per hour
apply now

job details

posted
location
montreal, québec
sector
administrative support
job type
permanent
salary
$ 18.32 per hour
reference number
2189970STFEN
contact
randstad canada
apply now

job description

Our partner, a reputable bank is currently looking for an administrative assistant for a period of 6 months with a great possibility of renewal.

What is interesting about the position?
- Great possibility of renewal after 6 months
- Salary of $ 37,000
- Very accessible by public transportation

As an administrative assistant, your main responsibilities will be:
• Supporting the Advisor in the regular review of clients’ portfolios in order to identify client needs for “Team of Experts” services.
• Reviewing the client portfolios to ensure they meet current or updated risk profiles and align with applicable investment program.
• Gathering research product information from internal and external sources.
• Entering client trades as directed by client or Advisor.
• Remaining up-to-date with all regulatory rules and trading activities as it relates to client accounts.
• Following up with clients on missing documentation required as per the industry regulatory requirements.
• Maintaining client files and information within appropriate systems.
• Checking daily trades and all system entries in accounts for timelines and accuracy of information.
• Responding to client inquiries in a timely, responsive manner.
• Identifying opportunities to gather additional assets and/or increase revenue within the existing client base by identifying new business development opportunities (i.e. referrals, consolidation of assets, insurance, etc.)
• Developing, distributing, and maintaining marketing materials.
• Reviewing and reducing all restricted accounts.
• Managing the Bank referral process.
• Assisting in brainstorming and idea generation for new ways to grow the business.
• Reviewing the daily commission reports and following-up on unpaid commissions.
• Tracking Growth Bonus payments and follow-up.

What is necessary for the position?
• Post-secondary education in a relevant field
• 3-5 years in a similar role
• Excellent communication skills (English and French, oral and written)
• Advanced computer skills (Microsoft Office Suite including Word, Excel and PowerPoint)
• Experience exercising discretion and confidentiality with sensitive company information
• Excellent organizational skills with an ability to think proactively and prioritize work.

If you have further questions, please do not hesitate to contact us at 514-350-0033.

If you identify yourself as fit for this position you can apply by sending your resume to me at daniel.zapata@randstad.ca

Human Forward !

randstad.ca


Ashley,
Patrick,
Daniel,
Stéphanie,
Mathilde

Phone Number:
514.350.0033
Fax Number:
514.350.0034

Randstad Canada
Randstad Canada is committed to building a diverse workforce reflective of the diversity of Canada. As a result, we promote employment equity and encourage candidates, especially those who identify as a woman, an Aboriginal person, a person with a disability or a member of a visible minority group, and any others who may contribute to the diversification of our workforce, to apply.

Randstad Canada is also committed to developing an inclusive, barrier-free selection processes and work environments.If contacted in relation to a job opportunity, you should advise your Randstad Representative or your local Randstad branch in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner.Information received relating to accommodation measures will be addressed confidentially.

For all feedback on equity and accommodation needs, please contact your local Randstad Canada Branch.