Financial Administrative Assistant

JOB TITLE:  Financial Administrative Assistant

BRANCH NAME:  An independent branch of CI Assante Capital Management

BRANCH LOCATION:  Dorval, QC

POSTING DATE:  September 23, 2022

APPLICATION DEADLINE:  until filled

HOURS PER WEEK:  40

CONTACT:  (jtambasco@assante.com) 

JOB DESCRIPTION

We are a wealth management company that is passionate about looking after the families we work with and taking care of our community. We seek a likeminded individual to join our team. 

RESPONSIBILITIES

• Preparing paperwork for client meetings
• Client correspondence via email and mail
• New client administration setup
• Completing investment forms and documentation
• Order entry and following-up on investment trades
• Data entry, filing and scanning
• Other administrative duties as assigned 

QUALIFICATIONS 

• Post-secondary education 
• Excellent customer service skills
• Positive attitude and good work ethic
• Strong verbal and written communication skills
• Attention to detail and ability to multi-task
• Ability to work independently and in a team

EXPERIENCE 

• Minimum 2 years of administrative experience preferably in the financial services industry
• Working knowledge of the mutual fund industry is considered an asset  

KNOWLEDGE, SKILLS AND ABILITIES 

• Proficient in technology, including Microsoft Office

ADDITIONAL NOTES

While we work hard, we also believe in balance. Our newest team member will get: 

• 4 bonus vacation days through the year
• Staff celebration events
• Extended health and dental coverage after three months
• Continuing education opportunities and room for advancement

Please note that if you are missing some of the qualifications, but you have the right mindset, we will train on the skills and knowledge required.

An independent branch of CI Assante Capital Management Ltd. welcomes and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

 

Please apply with your current resume to: jtambasco@assante.com