Executive Assistant in Wealth Management

We are looking for an experienced Executive Assistant to join our Wealth Management team. in Ville Saint-Laurent! As an executive assistant for two partners, you will play a key role in the organization and management of daily operations within our firm.

You will work in a dynamic environment, working closely with high net worth clients and will be a vital member of our senior management team

Advantages

Sector : Wealth Management - Wealth Management

Location : St-Laurent, Montreal, Quebec

Type of position : 100% face-to-face (non-negotiable)

Salary : $90,000 - $100,000

Schedule : 8 : 30 a.m. - 5 : 00 p.m. (1 hour dinner)

Benefits paid 100% after 2 weeks

RRSP plan

On-site parking

4 weeks of vacation per year

Responsibilities

Main responsibilities :

High-level administrative support : Meeting planning, calendar management, travel coordination for both partners.

Primary contact : You will be the main contact for customers, external partners, and other stakeholders.

Communications management : Processing and prioritizing emails, phone calls and other correspondence.

Document preparation : Writing and updating presentations, reports and other documents related to clients and projects.

Customer account management : Opening accounts for new customers, tracking transfers and managing portfolio information.

Events and meetings : Organization of meetings, reservation of rooms, coordination of logistics (meals, equipment).

Translation : Translation support for internal and external communication.

Forecast and anticipate needs : Identify potential problems before they arise and address them proactively.

Qualifications

Experience : Minimum of 5 years as an executive assistant, preferably in a wealth management or financial services environment.

Technical skills : Advanced mastery of office tools, in particular Excel (pivot tables, V-lookups). Mastery of software used in wealth management is an asset.

Language skills : Bilingualism (French and English) mandatory.

Knowledge of wealth management : Experience in financial planning, investments, life insurance and client portfolio management is a major asset.

Personal qualities : Great organizational skills, attention to detail, ability to work under pressure, excellent team spirit and autonomy.

Summary

Are you a proactive person, comfortable with technology and ready to take on challenges in a demanding environment? This opportunity is made for you!

We offer a stimulating work environment and competitive compensation. If you are passionate about the wealth management sector and have the required skills, we would be delighted to receive your application.

[email protected]

[email protected]

514.332.1055

Good to know you!

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees.

In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary / gender non-conforming;

Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

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We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.

ca to ensure their ability to fully participate in the interview process.