Administrative Agent - Pointe Claire

Our client, a premier financial services firm based in Pointe-Claire, is seeking a proactive and detail-oriented Administrative Coordinator to join their client support team. In this pivotal role, you will serve as an essential link between clients and financial advisors, ensuring exceptional service delivery, accurate documentation, and smooth day-to-day administrative operations.

The ideal candidate thrives in a fast-paced environment, possesses strong communication skills in both English and French, and brings prior experience within the financial or professional services sector.

Advantages
Monday-Friday 8:30AM-5PM
Small office so must be easy going and versatile and willing to get involved in various responsibilities
Salary 50,000$-60,000$
Group Insurance benefits available (medical,dental etc..)
Pleasant and dynamic work environment with bonus opportunity
In-office position

Responsibilities
Key Responsibilities
Administrative Support: Schedule client meetings, manage calendars and client communications and maintain accurate client records.

Client Service: Answer phone calls, greet visitors, respond to routine inquiries, onboard new clients, and assist with ongoing account servicing.

Report Preparation: Meeting prep (compile portfolio data, draft investment proposals, and prepare documents for reviews).

Compliance & Operations: Process transactions and ensure adherence to regulatory
standards.

Qualifications
Experience: 3 to 4 years in a regulated financial, administrative, or banking environment, knowledge of investments and insurance.
Skills: Strong organizational skills, proficiency in CRM software and Microsoft Office,
high attention to detail and exceptional verbal and written communication.
Bilingualism: Bilingual (French and English) both verbal and written.
English-speaking internal and external [clients/partners/employees] located outside Quebec on a [daily/regular] basis

Summary
Why Randstad?

There are lots of great jobs, incredible companies, and great bosses.
At Randstad, we are here to help you find the right combination for you.

If you do not yet have a profile at Randstad and are interested in this position, we invite you to call us at 514.695.3315 and ask for Brandon or Sean or to arrange a meeting or send us your resume by email at brandon.freger@randstad.ca / sean.lynch@randstad.ca /

Add us on LinkedIn:
- https://www.linkedin.com/in/sean-lynch-370492126/
- https://www.linkedin.com/in/brandon-freger-ba340392/

For a complete list of all available jobs by division, visit www.randstad.ca

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Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.