Administrative receptionist Full-time Job

The opportunity

The Administrative Assistant provides professional bilingual administrative & reception support to our Montreal Wealth Management team. This key role contributes to a positive and supportive team environment while providing excellent service to our financial professionals and clients. A high level of confidentiality and proactivity is expected.

The day-to-day

• Administrative support. Filling , photocopying, maintain archive records (MS Excel and scanning document.

• Internal Committees. Participate in various committees and play an important role in supporting overall team engagement.

• Customer support. Maintain Financial Planning and Tax filing systems: create and file new client files, remove and process inactive ones, ensure accessibility. Enter client file records (CFRs) in accounting software.

• Financials. Coordinate billing for finance team. Gather payable for accounting team.

• Scheduling. Schedule client meetings for the advisors as well as internal team meetings as required.

• Office organization. Maintain office supplies inventory, marketing materials – prepare and assist in projects as required.

• Correspondence.  Assist in the distribution of reports, newsletters, mass mailings, and all outgoing mail (including registered mail), couriers and incoming mail.

• Reception. Perform all reception duties including answering phones and greeting clients.

The successful incumbent

Bilingual Professional Administrator. Relationship builder. Trusted. Respected. Agile.

• Bilingual professional administrator. You are a proven administrator, bilingual in French & English (verbal & written) with 3 years experience. You are hardworking and confident in your abilities. You bring and portray a positive attitude at all times & a trusted go-to.

• Relationship builder. Demonstrated ability to build and maintain relationships with management, staff, and clients to enhance professionalism and productivity.

• Trusted. Demonstrate respect, maintains confidentiality, and honors commitments.

• Respected. You will utilize strong interpersonal skills to engage people sensitively, tactfully, diplomatically, and professionally.

• Agile. Highly flexible with strong interpersonal and communication skills, both written and verbal, that allow one to work effectively in a diverse environment.

• Clear communicator. Clearly conveys information in French & English, engaging the audience to ensure the message is delivered and understood, creating a positive first impression with confidence and respect.

• Reliable. As a highly regarded professional, your day will include multiple competing tasks. You will prioritize work and manage high volumes of information efficiently and accurately.

• Technically efficient. You are proficient with Microsoft Office Suite of products and are adept at learning new software as needed.

Why work with us?

Values-driven, people-first benefits

Wellness matters. We offer an award-winning benefits package that includes a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a flexible wellness program & generous time-away options to unplug, rest & recover.

Pride in our people. We believe people are our best asset. Bring your whole self to work in an inclusive space where your perspective matters. Find a community within the CWB family in our Employee Represented Groups (ERGs) and develop your professional goals through our organization-wide coaching services.

Giving as we grow. We support our people and the communities they live in. Peer-to-peer recognition programs for day-to-day wins and milestones encourage a healthy spirit of professional growth. Other financial rewards include competitive base salary and pay-for-performance incentives, RRSP matching, and company ownership.

We also create opportunities for you to get involved in community fundraising initiatives, so you can give back to others. And under our ESG and sustainability-focused business model, you can feel proud of where you invest your talents.

Get ready to live your best life with a career at CWB Wealth. Apply today.

#LI-SA1

IND-SA