Administrative Assistant - Financial Services

About Us

At Primeau Duval Financial Solutions, we support individuals, families, and entrepreneurs with a human, accessible, and personalized approach. Our team is small, warm, and collaborative. We are looking for a reliable person who will become a pillar in the office organization and client experience.

Your Role

You will play a crucial role in managing files, supporting advisors, and welcoming clients. You will directly contribute to providing a smooth, professional, and reassuring client experience while ensuring the smooth daily operation of the office.

On a daily basis, you will be at the heart of the office operations and will contribute to supporting advisors and clients.

Administrative Support

• Manage incoming calls, emails, and requests
• Welcome clients to the office
• Schedule and coordinate appointments
• Ensure the smooth daily operation of the office

Insurance and Investment File Management

• Open, prepare, and update client files
• Follow up with clients and insurers
• Prepare documents for meetings

Customer Service

• Follow up, confirm, and remind
• Provide professional, attentive, and human service

Document Organization

• Maintain well-organized files
• Manage the client database
• Ensure archiving and document management

Light Marketing (as needed)

• Occasionally contribute to social media management (simple content, posts, updates)

You are the ideal candidate if…

• You have 3–4 years of experience in administrative support (experience in a financial environment: an asset)
• You are interested in the financial domain
• You are organized, thorough, and autonomous
• You communicate well in French and English
• You are comfortable with computer tools (Salesforce: an asset)
• You offer impeccable customer service and demonstrate discretion
• You enjoy working in a positive and collaborative small team

What We Offer

• Stable schedule: 35 hours/week, Monday to Friday, 8:30 AM to 4:30 PM
• 3 weeks of vacation
• Group insurance (50% paid by the employer)
• Summer mini-Fridays
• Bright, pleasant office, free parking
• A rewarding role where your contribution makes a real difference

Ready to join a human and professional team?

Send us your application. We can't wait to meet you.

Salary: Starting at $50,000 per year

Benefits

• Dental Insurance
• Disability Insurance
• Supplementary Health Insurance
• Life Insurance
• Paid Time Off
• On-site Parking
• Prescreening Questions:
• Have you ever worked in the financial domain (insurance, investments, financial services, accounting, or client file management)? If yes, briefly describe your experience.
• Location: On-site