Administrative Assistant to Senior Investment Advisor (contracted with Manulife Securities Inc.) and Financial Planner. Candidate would be involved in account processing, client file upkeep, answering client calls and requests, booking appointments, preparing client files for appointments, following up with clients and following up on processes.
Financial service industry experience required.
Candidate must be fully bilingual (French and English - written and oral). Able to communicate in Italian is an asset.
Candidate must be comfortable working with a variety of computer software/applications
Licensed in securities and/or life and health insurance an asset
Flexible full-time hours, quiet and friendly atmosphere. Group Insurance benefits available.
Job Types: Full-time, Permanent
- Financial Services: 3 years (Preferred)
- Administrative Assistant: 3 years (Preferred)
- DCS / DEC (Preferred)
- Life Insurance License (Preferred)
- Securities (CSC) (Preferred)
- English (Required)
- French (Required)
- Italian (Preferred)