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Assistant (MTL - 007)

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Richardson GMP

Assistant (MTL - 007)

Richardson GMP Montréal, Quebec

Administrative Support
Reference : MTL - 007
Posted 3 day(s) ago | Still Open
Permanent Part time As soon as possible

DESCRIPTION

Position Title: Administrative Assistant

Location: Montréal, Québec

Reporting To: Branch Management

Position Overview: To provide support to an investment management team. Bilingual position requiring excellent knowledge of French and a good knowledge of English.

Duties and Responsibilities:

• Support the team in general administrative duties in the management of client accounts
• Request information and documentation from clients in order to open accounts and keep client
files up to date
• Maintain administrative liaison with the different operations departments
• Type memos, letters and documents to ensure completion on a timely basis
• Have checks issued for client accounts
• Current knowledge of compliance issues published in internal bulletins
• Manage appointment agenda for team members
• Maintain follow-up of administrative operations to insure proper settlement of demands by
informing the proper departments and taking necessary measures when required

Qualifications:

• Proficient French, oral and written mandatory.
• Good knowledge of spoken English (written an asset; head-office in Toronto)
• Knowledge of Microsoft Office Suite
• Organizational skills and ability to prioritize
• Ability to work under pressure
• Autonomy, initiative and attention to detail
• Excellent phone and e-mail etiquette, delivering high standards of customer service
• Ability to balance time pressures and deadlines with conflicting demands
• Experience in the financial sector an asset

Education:

• High School Diploma
• Canadian Securities Course (CSC) not required for this position


At Richardson GMP, we are committed to providing access to services, information, employment opportunities, and our premises in a manner that respects the dignity and independence of individuals with disabilities. Please let us know how we can assure your barrier-free accessibility needs are met.
Richardson GMP

Richardson GMP

Trusted. Canadian. Independent. Richardson GMP is a Canadian independent wealth management firm, entrusted with over $28 billion in client assets. With offices across the country, we are home to some of Canada’s most distinguished Investment...

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