Advisor Assistant with Bilingual Skills

Discover a rewarding role as a Bilingual Advisor Assistant at Retirement by Design, Ottawa. This full-time position emphasizes outstanding client service and team collaboration.

Retirement by Design is on the lookout for a bilingual professional who excels in administrative and client support. In this role, you will work closely with Advisors and assist with client meeting logistics, ensuring an exceptional experience for clients in both English and French. Your administrative skills will be key in maintaining up-to-date client records and assisting with various paperwork tasks.

Key Responsibilities:

• Deliver exceptional bilingual service to clients

• Organize and prepare for client meetings

• Maintain accurate client records in our CRM

• Assist with administration and account servicing

• Monitor pending business and client requests

Requirements:

• Fluency in English and French (written and spoken)

• 2+ years of client service experience

• Excellent time management and organizational skills

• Proficient in Microsoft Office tools

• Attention to detail in all tasks

Bring your bilingual communication and administrative talents to Retirement by Design and shape client experiences in Ottawa.
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