Are you looking for a new administrative challenge? Are you interested in a career in finance and banking?Are you looking to join an organization that fosters the personal development of individuals, within a team dynamic, and offers stimulating career opportunities?Our client, a banking-investment firm, is looking to hire a bilingual Administrative Associate for the English market in their downtown Montreal office.Advantages- 37.5 hours / week (8:30am to 5:00pm);- 3 weeks of vacations;- Sick leave;- RRSP and insurance (from the first day of work)- 100% face to face ;- Paid training;- Stable and human team;- Competitive salary scale according to experience;Responsibilities1. Provide a high level of client service :- Assist the advisor in the regular review of client portfolios to identify client needs for the services of the expert team;- Review the portfolio to ensure that it matches the current or updated risk profile and aligns with the applicable investment program;- Gather research and product information from internal and external sources;- Place client orders as directed by the client or advisor;- Maintain familiarity with trading rules and activities as they relate to client accounts;2. Provide effective administration for the client:- Follow up with clients regarding missing documentation that is required in accordance with industry regulatory requirements;- Maintain client records and information in the appropriate systems;- Verify current transactions and all system entries for timeliness and accuracy;- Responds promptly to customer inquiries;- Resolve problems and complete customer transactions quickly and accurately;- Refer such problems to the Advisor when appropriate;- Provide instructions regarding withdrawals, deposits, exchanges and transfers as directed by the client or advisor;- Ensure that all client interactions are accurately recorded;- Understand the documentation requirements for all account types;3. Provide assistance to the advisor with marketing :- Identify opportunities to raise additional assets or increase revenue from existing clients (e.g., referrals, asset consolidation, insurance, and others);- Write, distribute and maintain marketing materials;- Organize client events, including training dinners, seminars and client appreciation events;- Maintain and coordinate electronic marketing activities- Manage the approval process for all marketing related communications and mass communications;4. Support the growth of the Consultant's business :- Review and reduce all restricted accounts- Manage the banking referral process;- Assist with idea generation;- Review daily commission reports and follow up on unpaid commissions;- Identify and track payments related to growth incentives made;- Prepare, analyze and present reports and recommendations, financial plans and concepts, insurance, annual operating summaries, etc. to the consultant;- Make recommendations to improve business processes and increase the value of the client's portfolio and regarding the use of our team of experts;5. Contribute to the effective functioning of the branch team:- Build effective working relationships among team members as well as with representatives from various business lines and functions;- Ensure high quality customer service;- Foster a culture of open and honest communication;- Actively participate in all contact activities and team meetings;- Encourage the generation of new ideas and new ways of doing things;- Actively transfers knowledge and experience to develop the skills of all team members;- Develops and implements a development plan for relevant employees;QualificationsEducation/Experience/Titles- Excellent written and oral communication skills;- Excellent organizational skills;- Initiative and self-reliance;- Ability to meet deadlines;- Knowledge of compliance regulations applicable to the industry and company;- Willingness to take direction from advisor(s) regarding client transactions;TRAINING AND CERTIFICATIONS - Canadian Securities Course (obtained by seeking to obtain);- Standards of Conduct Manual Course (obtained by seeking);- Investment Representative Training Program;- Post secondary education;- Bilingual;SummaryAre you interested in this position? Please send your application by email to email@example.com, firstname.lastname@example.org and we will contact you shortly if your profile matches the criteria.We look forward to speaking with you.Human Forward !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.