Connexion Inscription gratuite
Postuler

Publié il y a 28 jours

*Administrative Assistant, Investments

@ Recrute Action

Toutes ses offres Site Web

Montréal, Québec

5+ ans d’expérience
Postuler
SIGNAUX

En bref

Recrute Action is hiring an Administrative Assistant for Investments, a permanent daytime on-site role of 37.5 hours per week in the banking industry. The work covers client requests, meeting coordination and administrative support. The posting states a salary of 65K-85K per year and a comprehensive benefits package.

Responsabilités :

  • Coordinate client meetings and related logistics
  • Process client account requests and transactions
  • Respond to client inquiries and escalate when needed
  • Maintain client records and verify daily system entries
  • Ensure compliance with regulatory, AML and ATF requirements

Résumé des exigences :

  • Postsecondary education
  • Professional designation
  • 5 years of experience in a similar role
  • Bilingual in English and French
  • Excellent verbal and written communication
  • Strong organizational skills

Outils et compétences

contact management system

Avantages mentionnés

Régime de retraiteCongés payésMieux-êtreOptions d’achat
Source et dates

Type de source non vérifié · zoho

Date publiée par l’employeur
2026-10-13
Première détection par notre source
2026-10-14
Mise à jour du dossier source
2026-10-21

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineAdministration
Expérience5 an(s) et plus
Heures par semaine37.5
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish, French
FormationCollégial (DEC) (exigé)
Avantages mentionnésCongés payés généreux, Régime de retraite, Actions ou participation, Mieux-être, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Postuler

Recrute Action

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Finding the right talent for the right company; finding the right company for the right talent

Description complète de l’entreprise

Our mission: Recruit Action provides quality recruitment services through support and a personalized approach for both job seekers and businesses. Doing business with Recruit Action ensures: • Peace of mind • Professional, personalized, and courteous service • Follow-ups according to your needs (daily or weekly) • A partnership • Working with passionate head hunters who have a thorough knowledge of the job market • Service focused on quality Our success is linked to the success of both our corporate clients and job seekers, whom we consider as partners. • We offer a specialized service and we understand the needs of our customers. • We recognize that today's market is complex and requires personalized services. • We understand the importance for companies to hire a person who shares the organization's values. • We understand the importance for job seekers to find the job that’s right for them in the long term.

Abonnés LinkedIn
12 348
Personnes associées sur LinkedIn
11
Bureaux déclarés
  • 3 Place Ville-Marie, 4ième étage, Montréal, Québec H3B 2e3, CA
Catégories d’activité
  • Consulting
  • Recruiting
  • Staffing Agency
Autres noms enregistrés
  • Recruit Action inc.
  • Recrute Action
Spécialités
  • Recrutement
  • Chasseur de tête
  • mandats contractuels
  • and mandats permanents
Le profil indique une agence de recrutement
Oui
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Toutes ses offres Site Web

Our mission: Recruit Action provides quality recruitment services through support and a personalized approach for both job seekers and businesses. Doing business with Recruit Action ensures: • Peace of mind • Professional, personalized, and courteous service • Follow-ups according to your needs (daily or weekly) • A partnership • Working with passionate head hunters who have a thorough knowledge of the job market •…

ChampValeur
SecteurStaffing and Recruiting
Taille2-10 employees
Siège socialMontréal, Québec
Type d’organisationPartnership
Fondée en2009
SpécialitésRecrutementChasseur de têtemandats contractuelsand mandats permanents
Offres sur Jobsy37
LinkedInVoir la page
Description

Administrative Assistant, Investments

Build your career in the banking industry within a dynamic professional environment where you will contribute to smooth operations and an outstanding client experience. Enjoy a permanent daytime position, a 37.5-hour workweek, comprehensive benefits, and a generous paid time off package in a collaborative workplace.

What is in it for you:

• Annual salary of 65K-85K.

• Permanent daytime position.

• 37.5-hour work week.

• On-site work, 5 days per week.

• Start time of 8:00 am, 8:30 am, or 9:00 am, depending on team needs.

• Comprehensive benefits package.

• Retirement plan after 6 months of service.

• Employee share ownership program.

• Employee wellness program.

• Access to TELUS Health services.

• 16 vacation days per year.

• 5 personal days.

• 10 paid sick days.

• Reimbursement of job-related training expenses.

Responsibilities:

• Promote a client-focused culture and help build long-term client relationships.

• Coordinate client meetings, including booking meeting rooms, preparing documentation, managing schedule changes, organizing seminars, welcoming participants, coordinating refreshments, following up after meetings, and entering meeting notes into the contact management system.

• Process client requests, including account transfers, deposits, withdrawals, payments, tax receipt requests, and account statements.

• Respond promptly to client inquiries and escalate matters when appropriate.

• Deliver efficient administrative support by following up on regulatory documentation, maintaining up-to-date client records, and verifying daily transactions and system entries for accuracy.

• Resolve client operational issues accurately and efficiently, issue instructions for withdrawals, deposits, transfers, and other transactions according to established guidelines, and ensure all interactions are properly documented.

• Understand the documentation requirements for various client account types.

• Contribute to the team's success by building effective working relationships with internal stakeholders while maintaining a high level of client service.

• Comply with regulatory requirements, as well as internal policies and procedures.

• Perform duties in accordance with ethical standards, internal controls, and operational risk, compliance, anti-money laundering (AML), anti-terrorist financing (ATF), and conduct risk requirements.

• Foster a productive and inclusive work environment.

What you will need to succeed:

• Postsecondary education.

• Professional designation.

• 5 years of experience in a similar role.

• Bilingual in English and French to provide client service, respond to inquiries, coordinate meetings, process client files, and communicate effectively with clients and stakeholders in both languages.

• Excellent verbal and written communication skills.

• Strong organizational skills.

• Ability to take initiative.

• Ability to work independently.

• Ability to meet deadlines.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.


Emplois semblables

  • Administrative Assistant

    Montréal, QC
    60k–65k $/anTemps plein

    Randstad Canada

    1+ ansCandidates need to be fluently bilingual in English and French, with a post-secondary diploma in legal, executive or administrative assisting and 1 to 3 years of experience. They need strong Microsoft Office and writing skills, and must work well under tight deadlines with little supervision.

    Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, document management system, workflow management system

    Administrative assistant

    Laval, QC
    24–26 $/hTemps plein

    Randstad Canada

    Candidates need proficiency in Microsoft Office (Outlook, Word, Excel), strong written and oral French, accuracy with data entry and basic accounting, and good organization. They must also work autonomously with minimal supervision.

    Microsoft Outlook, Microsoft Word, Microsoft Excel

  • Administrative Assistant

    Dorval, QC

    Groom & Associates

    4+ ansCandidates need 4 to 10 years of Executive Assistant experience and a college degree or administrative diploma. Strong Microsoft Office skills in Outlook, Teams, Word, Excel and PowerPoint, plus excellent organization and communication, are required.

    Outlook, Teams, Word, Excel, PowerPoint

  • Administrative Assistant, Office of the Chief of Staff

    Montréal, QC
    HybrideTemps plein

    Pomerleau: It specializes in building, infrastructure, and civil engineering sectors, undertaking major projects through alternative delivery methods.

    5+ ansPomerleau needs candidates with at least 5 years of administrative support experience, ideally in governance, and a DEP, AEC or college diploma. Candidates need advanced Microsoft Office skills, especially PowerPoint, and excellent written and spoken French and English.

    Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, SharePoint

  • Administrative Assistant, Wealth Management, Nesbitt Burns

    Montréal, QC +3

    Bank of Montreal

    1+ ansCandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. A CIRO Investment Representative Licence is required, plus good communication, organization, teamwork and problem-solving skills.

    financial planning software, client database

  • Bilingual Administrative Assistant - Professional Journey Office

    Montréal, QC
    Temps plein

    McCarthy Tétrault LLP: McCarthy Tétrault provides a broad range of legal services, advising on large and complex assignments for Canadian and international interests.

    3+ ansCandidates need a post-secondary diploma, at least three years of office experience, and fluent bilingualism in French and English. Strong Microsoft Office, Teams and SharePoint skills and excellent proofreading are also required.

    Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, MS Teams, MS Forms

  • Administrative Assistant-Bilingual

    Québec, QC
    Temps plein

    CIBC World Markets Inc (Canada)

    Candidates need fluency in French and English, strong organizational and attention-to-detail skills, and a client-first attitude. They must be legally eligible to work in Canada and may complete an assessment or French proficiency test.

  • Administrative Assistant, Supply Chain Management

    Calgary, AB +1
    24–32 $/hTemps plein

    WSP

    1+ ansWSP needs candidates with 1 to 3 years of administration, procurement or supply chain experience, ideally a supply chain diploma. They should know Oracle systems (Horizon and Unifier), PROCORE, SharePoint and advanced Microsoft Office.

    Oracle Unifier, Oracle Horizon, PROCORE, PMIS, SharePoint, Microsoft Excel

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.