Assistant to Investment Advisor

Manulife Securities Incorporated - Montréal, QC (22 months ago)

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Assistant in an Investment brokerage office -Saint-Leonard, QC Permanent

We are looking for an assistant who will provide quality and efficient administrative support on a wide range of diverse assignments.


  • 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.
  • Canadian Securities Certificate is a plus but not mandatory.

Job: Permanent

Job Type: Full-time


  • Financial Industry: 1 year (Preferred)


  • Montréal, QC (Required)