Administrative Assistant

Job title: Administrative Assistant

Company: Manulife Securities Incorporated

Job description:

• 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.

Other requirements

• We are looking an experienced and bilingual person to join our team as an administrative assistant. The role of the chosen applicant will be to assist a financial advisor in his management activities, client service and to contribute to business growth.
• The chosen candidate will support the senior investment advisor directly in his regular operations, and will thus participate in ensuring unparalleled customer service, while contributing to the group’s growth.

Expected salary:

Location: Montreal, QC

Job date: Wed, 25 Nov 2020 08:54:01 GMT