Industrielle Alliance


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    Industrielle Alliance


    Industrielle Alliance Montréal, Quebec

    Administrative Support
    Reference : J0918-0902
    Posted 3 week(s) ago | Still Open
    Permanent Full time As soon as possible


    Company Overview
    For 40 years, T.E. Wealth has offered objective financial advice and education to individuals, families, businesses and employees. Our fee-based wealth management approach is aimed at providing detailed advice to high-net-worth individuals rather than promoting financial products. In fact, Timothy Egan, Founder of T.E. Wealth, registered the FEES ONLY trademark to describe the uniquely impartial advice offered to our clients. T.E. Wealth is a national company with offices across Canada. Through its constituent companies, T.E. Financial Consultants Ltd. and T.E. Investment Counsel, our clients benefit from unparalleled attention, professionalism and personalized advice from coast to coast.

    Do you want to work in a modern workplace with professional, dedicated coworkers for a large clientele? Do you have excellent communication skills and have demonstrated diplomacy and discretion? If so, this position is for you!
    T.E. Wealth, a member of the iA Group, is seeking a receptionist for its reception office in downtown Montreal. The candidate must perform various administrative duties for financial planners and investment advisors, including:

    Providing an exceptional welcome to our bilingual clientele
    Providing customer service by answering calls in both French and English for the entire company
    Preparing meeting rooms (set-up, coffee/water, catering) and providing refreshments to our guests
    Contacting our clients to schedule an annual meeting with their dedicated advisor
    Managing the preferred client database
    Drafting letters and sending correspondence
    Performing any other administrative duties

    College diploma in a relevant field
    Two years of experience in a related field
    Skills inherent to the position, such as discretion, thoroughness, hospitality and flexibility
    Bilingual (mandatory)
    Proficiency with Office Suite
    Must be available Monday to Friday, 8:30 am to 5:00 pm
    Industrielle Alliance

    Industrielle Alliance

    Voyez grand... Voyez loin! Votre ambition n'a pas de limites, nous l'avons compris! C'est pourquoi, au Groupe Industrielle Alliance, nous vous donnons tous les outils pour atteindre vos objectifs, pour vivre une carrière solide, à la hauteur...

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