Adjointe inscrite ou adjoint inscrit, Services-conseils, Gestion de patrimoine

Act as the first point of contact for clients, answering questions and addressing service needs.

Assist with account maintenance, such as updating client information, processing requests, and executing transactions.

Schedule and coordinate client meetings, preparing necessary documentation and reports.

Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service.

Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.

Handle incoming correspondence, prioritize, and distribute to the appropriate team members.

Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.

Prepare client reports, statements, and presentations for meetings.

Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards.

Stay updated on regulatory changes and work with the compliance department to ensure adherence.

Assist in preparing for audits and regulatory reviews.

Process account openings, transfers, and updates.

Handle the submission of trade orders under the direction of the investment advisor.

Monitor account activities to ensure timely and accurate execution of orders and instructions.

Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.

Gather and organize financial data and research for advisor review.

Support in preparing investment reports and analysis for clients.

Collaborate with other team members to ensure client needs are met in a timely and professional manner.

Provide backup assistance to other administrative staff when needed.

Undergraduate degree strongly preferred

Previous experience in a similar role, preferably within the financial industry.

Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint)

Fluent in CRM / Sales Force and Power

BI an asset

Exceptional organizational and time management skills.

Excellent verbal and written communication skills

Strong attention to detail and ability to prioritize tasks effectively.

Proven ability to work in a team environment.

Discretion and the ability to handle sensitive information with integrity

Knowledge of financial terminology and concepts is a plus but not required.

Ability to build effective partnerships.

Unwavering curiosity and a passion for learning

We’ll empower you to learn and grow the career you want.

We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

As part of our global team, we’ll support you in shaping the future you want to see.