Executive Assistant Finance Wealth Management

Montreal, QC, Canada

Job Description


Position: Executive Assistant - Finance Wealth Management
Location: TMR
Salary: From $75-85k based on experience
Perks: 35 hours work week, partial hybrid and full benefits, 4 weeks vacation
Exciting opportunity to join a team an investment capital organization and leverage your administrative training and expertise!

Our client is a well-established company of professionals accounting and seeking an Executive Assistant to support on documentation and other related tasks in supporting administration for the office.
The company is offering a competitive package and amicable working environment with long-term stability and high employee satisfaction.
Responsibilities :

- Annual resolutions for group of holding companies
- Updating and maintaining corporate information for group entities
- Reviewing and completing agreements for new accounts and investments
- Coordinating with investment managers to provide information and other ad hoc requests
- Ensuring internal documentation is complete for new investments
- Monitoring and actioning a shared high volume e-mail inbox used for communication with all portfolio investments
- Updating and maintaining banking information and banking requests
- Coordinating signatures for execution of agreements
- Supporting the office with administrative services
Qualifications :
- At least 5 years of experience in administrative support within an environment working with legal or financial investment documentation
- Familiarity with different corporate structures (Trusts, partnerships, corporations, etc.) and exposure to the investment industry are strong assets
- Excellent oral and written communication skills to work with clients
- Strong skills in Word and Excel
- Organized, detail-oriented, accurate, able to work autonomously and function well within a team
- Must be trustworthy and discreet in handling sensitive and confidential information
To apply, please send your resume to Jill Kalakay at jillk@quantum.ca.
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CNESST permit number: AP-2000158

Services de Gestion Quantum Lt\xc3\xa9e

Founded in 1968 in Montr\xc3\xa9al, Quantum has established a strong reputation as the full-service human resource partner of choice for providing unique and effective recruitment solutions that meet our clients complex staffing needs. Our unwavering...

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Job Detail

  • Job Id
    JD2229767
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $75000 - 85000 per year
  • Employment Status
    Permanent
  • Job Location
    Montreal, QC, Canada
  • Education
    Not mentioned