Administrative Assistant

Are you an organized, detail-oriented professional with a passion for supporting high-performing teams in delivering exceptional client service? Join our dynamic wealth management company as an  Administrative Support Specialist  and play a vital role in enhancing client experiences and ensuring operational excellence.

Key Responsibilities

• Administrative Support :  Assist advisors with day-to-day administrative tasks, including processing transactions, updating client records, handling paperwork for mutual fund and insurance applications, and ensuring timely completion of requests.
• Client Communication :  Serve as a client liaison by responding to inquiries and providing updates on account statuses, ensuring a best-in-class client service experience.
• Reporting :  Prepare, generate, and maintain comprehensive reports related to client accounts, transactions, and other critical data to support decision-making.
• Compliance :  Stay informed about changes in industry regulations and company policies; ensure that all activities meet compliance requirements and protect the firm’s integrity.
• Data Management :  Utilize CRM tools like Salesforce to maintain accurate and up-to-date records, ensuring the integrity and confidentiality of client information.
• Coordination :  Manage scheduling and organize meetings, coordinate advisors’ calendars, and oversee professional correspondence to facilitate efficient operations.
• Team Collaboration :  Work closely with the advisory team to drive efficient processes, seamless service delivery, and an enhanced client experience.

Key Qualifications

If you’re ready to contribute to a team that values integrity, collaboration, and client-centric approaches, apply now to be a part of our wealth management team.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. All applicants applying for Canadian job openings must be authorized to work in Canada.

Only job postings for jobs located in Quebec appear in French.

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