Loading ...
Loading ...
Assistant (Administrative) (PC - 012)
Ver: 218
Día de actualización: 29-05-2024
Ubicación: Pointe-Claire Québec
Categoría: Administrativo / Oficinista / Asistente R & D Legales / Contratos Tiempo parcial
Industria: Financial Services Investment Banking Investment Management
Posición: Associate
Tipo de empleo: Part-time
Loading ...
Contenido de trabajo
Position Overview
The ideal applicant will be an active team participant in an expanding high-net-worth holistic wealth management business. The applicant will be responsible for providing administrative assistance to the team as required.
Duties and Responsibilities
- Acquire expert knowledge of the documentation process and liaise with back-office staff
- Monitor all pending and outstanding paperwork; diarize to follow up regularly
- Process all client banking related transactions
- Request transfers and follow up to completion
- Set up client accounts on dividend reinvestment program as requested
- Process all client account contributions, de-registrations, withdrawal requests, and payment changes
- Process year-end client charitable donations
- Attend all branch meetings and report to the team on any pertinent developments
- Provide marketing support to the team as required
- File and scan documents
Education
- High School Diploma, along with 1-year business/office experience
- Business Management Certificate/Diploma would be an asset
- Prior work experience in financial services would be an asset
Qualifications
- Exceptionally strong organizational skills
- Ability to prioritize to meet specific, timely, deadlines
- Strong fact-finding and problem-solving skills
- Ability to work autonomously while exhibiting initiative and attention to detail
- Proficient at multi-tasking
- Excellent oral and written communication
- Proficient in Microsoft Office programs (Word, Excel, PowerPoint, and Outlook)
*A Word or PDF version of your resume must be attached to your application*
Loading ...
Loading ...
Plazo: 13-07-2024
Haga clic para postularse como candidato gratuito
Reporte trabajo
Loading ...
Loading ...
TRABAJOS SIMILARES
-
⏰ 10-07-2024🌏 Drummondville, Québec
-
💸 $37,270.87–$55,000.00 a year⏰ 12-07-2024🌏 Montreal, Québec
-
⏰ 06-07-2024🌏 Montreal, Québec
-
💸 $20.98 an hour⏰ 04-07-2024🌏 Laval, Québec
Loading ...
-
⏰ 07-07-2024🌏 Gatineau, Québec
-
⏰ 26-06-2024🌏 Trois-Rivières, Québec
-
⏰ 11-07-2024🌏 Lévis, Québec
-
⏰ 02-07-2024🌏 Quebec City, Québec
Loading ...
-
⏰ 05-07-2024🌏 Saint-Bruno-de-Montarville, Québec
-
⏰ 29-06-2024🌏 Pointe-Claire, Québec