Administrative Associate, Wealth Management

Are you an administrative professional with experience within the finance or banking field?

Would you like to work with an established boutique firm specializing in private wealth and portfolio management? Are you a versatile, organized, and proactive individual who thrives in process-driven operations with high attention to detail? If so, this role could be your next challenge!

Our client, a highly respected private wealth firm, is looking for their next Administrative Associate, Wealth Management to join their close-knit, dynamic team in downtown Montreal.

Advantages
-3 weeks of vacation from year one (increasing to 4 weeks after 3 years of service)
-100% in-office position located in Downtown / Old Montreal
-Growing boutique firm serving an impressive and prestigious clientele
-Comprehensive group insurance package (health, dental, and paramedical coverage), 50% paid by company
-Group RRSP program with employer match
-Competitive total compensation (competitive base salary + annual bonus)
-Training and professional development budget to foster long-term growth
-Close-knit, human-centered team in a unique, high-end work environment

Responsibilities
-Administrative processing of end-to-end account openings, transfers, and client file updates
-Reviewing and data-entering mandatory Know Your Customer documentation in accordance with AMF standards
-Handling daily transaction requests including electronic fund transfers (EFTs), contributions, and withdrawals (REER, CELI, etc.)
-Entering and validating daily data in the portfolio management system to ensure transaction accuracy and traceability
-Responding to administrative client inquiries via email and conducting necessary follow-ups
-Managing incoming operational requests through the shared team inbox
-Assisting financial planners and portfolio managers with back-office documentation, file preparation, and client report generation
-Maintaining accurate client data, price data, and financial instrument databases while supporting ongoing process improvements
-Contributing to the preparation of regulatory documentation required by relevant authorities

Qualifications
-Minimum 5 years of administrative experience within financial services, wealth management, private banking, or brokerage environments
-Bachelor’s degree in Business Administration (or equivalent) or a relevant technical diploma (DEC)
-Strong data entry, clerical, and administrative skills with exceptional attention to detail
-Solid understanding or familiarity with registered accounts (REER, CELI), transfers, and KYC/AMF compliance processes
-Quick, independent learner who is comfortable adapting to new systems and database software
-Strong ability to multitask, prioritize conflicting deadlines, and work effectively in a dynamic environment
-Excellent written communication and client service skills with a professional demeanor
-Fluency in French (essential) and excellent level of English, both spoken and written

Our Client operates across Canada, and globally/internationally in the United States and other countries. This company takes all reasonable means to limit the number of positions in Quebec that require knowledge of a language other than French, and only requires this where it is necessary and its existing bilingual employees are unable to fulfil these job duties. Based on an assessment conducted by our client, it has been determined that this position requires candidates to be fluent in English (oral and written). In particular, this position will require the employee to:

-communicate with English-speaking clients/partners/employees located outside Quebec on a regular basis
-work on client projects, products or deliverables that are required to be delivered to clients in English

Summary
Interested in this position? Apply online or send us an email at [email protected].

For more information on this and all other positions currently available, visit www.randstad.ca.

We look forward to receiving your resume!

All resumes received will be considered equally.

Only selected candidates will be contacted.

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 [email protected] to ensure their ability to fully participate in the interview process.