Wealth management assistant
On-site · Joliette, Quebec, Canada or Mascouche, Quebec, Canada
Job Summary
Temporary wealth management assistant providing administrative, customer service, and business development support to investment advisors and the team. You will respond to client information requests, conduct research, forward requests to the right person, and help members/clients choose and maximize tools and channels based on independence and automation preferences. You will perform sales support and client-relations activities for specific products and services, draw on interpersonal and communication skills to ensure client satisfaction, and help identify operational risks and opportunities for improvement within the team.
Required Qualifications
- Attestation of Collegial Studies
- Minimum of three years of relevant experience
- Knowledge of French is required
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.