Job Description

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We are looking for a dedicated and detail-oriented Project Assistant to join our team on a long-term contract basis. This position offers a hybrid work arrangement, requiring three days per week in the office in Toronto, Ontario. Bilingualism in English and French is preferred, though English is mandatory. As part of the Service Delivery Team, you will play a critical role in managing client relationships and ensuring their needs are met efficiently and professionally.
Responsibilities:

• Serve as a key liaison between clients and internal operational teams to ensure seamless communication and resolution of issues.
• Coordinate efforts across departments to maintain strong client relationships and address their business needs effectively.
• Provide guidance to clients on company policies, procedures, and available services to support their operations.
• Manage client inquiries and escalate concerns as needed to achieve timely and thorough resolutions.
• Conduct regular meetings with clients to review service performance, document concerns, and implement actionable follow-ups.
• Represent the organization professionally during client meetings and business events.
• Offer recommendations for process improvements to enhance client satisfaction and operational efficiency.
• Maintain up-to-date knowledge of company systems, procedures, and regulatory requirements to support client services.
• Support training initiatives by educating clients on relevant policies and systems impacting their business.
• Collaborate with internal teams to proactively complete tasks and ensure high-quality service delivery.

Requirements:

• A university degree combined with at least two years of experience in a wealth management or client service role.
• Completion of the Canadian Securities Course is required; Conduct and Practices Handbook certification is an asset.
• Strong knowledge of regulatory and legal requirements in the financial industry.
• Proficiency in Microsoft Office Suite and familiarity with service cloud platforms.
• Excellent verbal and written communication skills, with the ability to manage high-volume, fast-paced environments.
• Self-motivated and capable of working independently as well as collaboratively within a team.
• Proven ability to build and maintain positive client relationships.
• Bilingualism in English and French is preferred; English proficiency is mandatory.

Skills Required