07/11/2019
We are looking for an executive assistant who will provide quality and efficient administrative support on a wide range of diverse assignments.
Job Title: Executive Administrative Assistant to Investment Advisor
Company: Manulife Securities Incorporated
Location: Saint-Leonard, Montréal, QC
Job type: Full-time, Permanent
Responsibilities:
Ensure transactions and transfers are processed accurately and in a timely manner, in accordance with compliance, regulatory and internal audit requirements
Responsible for the handling of various tasks associated with regular communication with clients, marketing material and presentations using MS Outlook, PowerPoint and Excel.
Support client relationships by providing high quality client service and accurate resolution of inquiries by phone, email and in person.
Prepare and review reports, compose a variety of correspondence and assemble documentation for accounts.
Maintain the integrity of client documents, for compliance and regulatory requirements as well as to ensure all information and documentation is up to date, complete and in good order.
Coordinate and manage marketing activities and initiatives on behalf of the office and its advisors.
Skills and experience:
Excellent proficiency with Microsoft Office.
Ability to deliver a high level of client service.
Communication verbal and written in both English and French.
Proven effective time management skills.
Meticulous attention to detail and handling of confidential client information.
Ability to prioritize, multitask, and provide necessary follow up.
Ability to work in a fast-paced, dynamic environment.
Working experience in the financial industry is an asset.
If interested, please email CV to [email protected]!
