Client Service & Operations Assistant
Remote / Online - Candidates ideally in
Laval, Province de Québec, Canada
Listing for:
EntourageSearch.com
Remote/Work from Home
position
Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Business Administration
Job Description & How to Apply Below
Description
Client Service & Operations Assistant – Financial Planning Firm (Private Wealth Management)
Are you ready to join a fast-growing private financial planning firm where your skills make a real difference? We’re looking for a bilingual Service & Operations Assistant to be at the heart of our client-focused team. With a portfolio of over $100M in assets and a clientele that’s predominantly francophone, this is an amazing opportunity to work in a collaborative, high-growth environment.
About the Role:
You’ll be the go-to person for client support and operational excellence, ensuring smooth account management and seamless client experiences. Working closely with our planners, you’ll play a key role in creating a unique service experience, helping our clients achieve their life goals.
Responsibilities
Serve as the first point of contact for client inquiries and service requests.Manage data gathering, account follow-ups, and servicing requests.Process forms, transactions, repositioning, and portfolio rebalancing efficiently.Follow up on pending business to ensure timely processing and completion.Support portfolio transitions and special projects beyond asset management.Qualifications
Licensed Mutual Fund Representative (minimum).5+ years of experience in financial services, ideally assisting an advisor/financial planner or working directly as a mutual fund representative.Bilingual (French/English), strong written and verbal communication.Tech-savvy: proficient with Docu Sign, Univeris (RPM), Google Docs/Sheets, Office
365/Teams.Highly organized, client-focused, and able to thrive in a hybrid work environment.Job Benefits
Why You’ll Love This Role:
Be part of a dynamic firm with 10 employees and AI agents
, ready for significant growth.Work with a portfolio of high-net-worth clients and make a real impact on their life progress.Hybrid flexibility: a balance of in-office collaboration and remote work.Opportunity to grow with the firm and take on leadership responsibilities in operations and client services.
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