Administrative Assistant
Core
Provide ongoing administrative support and client account management for the wealth management advisory team in Trois-Rivières.
Role type
Administrative Assistant (Wealth Management)
Builds
Client account administration, meeting coordination, and internal team support
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
French (fluent), client service, time management, organizational skills, business applications proficiency
Preferred skills
CIRE certification, securities industry experience, English language knowledge
Responsibilities
Execute client account administration (opening, maintenance, requests), manage client timelines and key dates, respond to client inquiries, coordinate advisor meetings, update team communication channels (social media, newsletters), assist in client onboarding
Seniority
Individual Contributor, entry to mid-level