Reporting to the Regional Manager, you will work in an environment that promotes respect and leadership.

Your main challenges:

• Support Investment Advisors in providing superior customer service and be available to meet client requests
• Ensure effective communication between all parties (clients, advisors, internal and external agents)
• The candidate needs to be able to identify all risks inherent to the Wealth Management sector's activities

 Specifically, you will:

• Provide superior customer service in person, on the phone and by email
• Analyze client accounts and participate in activities to support Investment Advisors in their business development by creating prospecting lists
• Carry out deposit, withdrawal, transfer and currency conversion instructions for all investment accounts
• Open and update client files
• Closely monitor day-to-day transactions
• Generate portfolio management reports using the Croesus system
• Manage advisors' agendas, schedule appointments and prepare for client meetings
• Provide clients with tax slip information
• Help clients use digital banking services
• Implement efficient procedures for the administration of client files
• Carry out all other related tasks

• Completed College diploma in a related field
• One year of relevant experience (Operations or Non-Licensed Associate) or 1 to 3 years of experience as an Administrative Assistant in Customer Service
• Good knowledge of the Office Suite
• Excellent ability to offer exceptional customer service
• Organizational and priority management skills
• Ability to work in a team
• Ability to work under pressure
• Autonomy, initiative and thoroughness

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.