Job Offer

Basic information

Administrative Assistant
Dorval
200-1405 Trans-Canada, Dorval
Montréal (Québec) H9P 2V9
1

Working conditions

Permanent
To be determined
As soon as possible
Full time
40
  • Morning
  • Afternoon
  • Week

Salary

To be discussed

Languages asked for

Spoken Written
French Fluent Fluent
English Fluent Fluent

Education and experience

Secondary - General Course Diploma
Completed
1 to 2 years

Main duties

  • Prepare and submit account opening documents.
  • Submit transfer requests and follow up accordingly
  • Prepare material for meetings
  • Maintain client files and ensure their compliance
  • Provide unparalleled customer service by paying personalized attention to each customer (special requests, birthdays, celebrations, etc.).
  • Maintain data in client relationship management software (CRM)
  • Data entry and scanning of important documents.
  • Schedule and organize meetings
  • Answer the phone and responds to messages
  • Other administrative tasks as needed

Required qualities

  • Demonstrate fluency in the written and oral form of the English and French languages.
  • Excellent functional knowledge of MS Office: Exel, Word, Teams and Outlook
  • Organizational skills: ability to manage multiple files at once and work with tight deadlines.
  • Rigorous worth ethic
  • Willingness to take courses and learn about the industry
  • Initiative, problem solving and client service skills are essential
  • Independent, self starter.

William Frenn Wealth Management

Our Mission: Provide our clients with a one-stop extensive wealth management experience.

With diligent analysis, meticulous attention to detail and effective communication, we help our clients set and reach their financial objectives with peace of mind.

In addition to building effective investment portfolios, we guide our clients through the complex environments of taxation, law, retirement planning, estate planning and charitable giving. To do so effectively, we cooperate with accountants, lawyers, notaries and other professionals to ensure nothing is left to chance.

We make it a point to act at the centre of clients’ finances, as their personal Chief Financial Officers (CFO), essentially providing them with a personal family office experience. Working with us means truly having a team in your corner to face every chapter of your financial journey.