Administrative Assistant in Financial Planning

I am an independent financial planner and I am building my business with heart. I am looking for more than just an assistant. I am looking for someone to grow with.

If you are the type who takes pride in doing a good job, want to understand the why behind every task, and find true satisfaction in helping people be well served, I would be delighted to meet you.

I offer you a stable position, with real opportunities for growth, in a relationship of trust and mutual respect.

Responsibilities

• Client file opening and management: Ensure the follow-up, compliance, and updating of client files.
• Perform transactions: Perform account openings and transactions.
• Respond to client requests: Provide administrative support to clients and contact them for follow-ups.
• Schedule meetings: Organize and plan appointments.
• Send the newsletter: Prepare and send the monthly newsletter.
• Follow-up with insurance and placement companies: Ensure effective follow-up with different partners.
• Other related tasks

Requirements

• Language: Excellent mastery of French, both spoken and written.
• Experience: Relevant experience in administrative support, customer service, or financial services.
• Computer skills: Great ease with technological tools.
• Personal qualities sought:
• Rigor and organization: Sharp sense of detail, structured work method, ability to manage multiple priorities.
• Ease of learning: Ability to quickly learn new tools and processes, intellectual curiosity, and desire to understand the issues before acting.
• Communication: Ease of speaking and writing, ability to interact professionally with clients.
• Discretion and autonomy: Respect for the confidentiality of client information and ability to work effectively with minimal supervision.
• Working conditions:
• Salary: Starting at $25/hour (depending on experience)
• Status: Part-time
• Schedule: 15 hours/week, 3-4 hours/day. Possibility of working more hours during busier periods of the year.
• Location: Although the work will be mainly done remotely, your physical presence will also be required at times in ...
• Start date: September

Please note that a criminal record check and credit bureau check will be required to finalize the hiring process. Your written authorization will then be requested.

Employment type: Part-time, Permanent

Compensation: starting at $25.00 per hour

Benefits

• Paid time off
• Flexible start and end times
• Casual dress code
• Preselection questions:
• What motivates you to apply for this job?
• On a scale of 1 to 10, how comfortable are you with learning new tools or software quickly without prolonged formal training?
• (10 = very comfortable)
• This position requires a long-term commitment to allow for a good learning curve. Where do you see yourself professionally in 2 to 3 years?
• On a scale of 1 to 10, how meticulous and detail-oriented do you consider yourself?
• (10 = very meticulous)
• Job location: Hybrid remote work in ... QC J3B 5L8