Marketing & Client Servicing Assistant

Location: Montreal, QC

About the Role

We're seeking a detail-oriented Marketing & Client Servicing Assistant to support our investment management firm's business development, client relations, and daily operations. This multifaceted role offers exposure to executive leadership, hands-on project management, and opportunities to contribute to key initiatives in a dynamic environment.

Key Responsibilities

Business Development Support

• Complete business development and client questionnaires
• Update and maintain marketing documents and external databases
• Conduct competitive analyses and market research
• Assist the CEO with scheduling, email follow-ups, and database management
• Draft, review, and distribute research updates, portfolio communications, and client correspondence
• Prepare marketing materials and quarterly investor updates

Client Servicing

• Manage end-to-end client onboarding, ensuring all documentation is collected and properly filed (electronically and physically)
• Serve as first point of contact for client inquiries, responding promptly and professionally
• Assist with monthly and quarterly reporting requirements

Operations & Administrative Support

• Ensure smooth office operations including mail, email, and phone management
• Review and maintain client and service provider contracts
• Implement and maintain organized filing systems for all documents
• Manage office supplies and coordinate with service providers
• Prepare for, conduct, and follow up on operations meetings

Ad Hoc Projects

• Support CEO and team members with special projects as needed
• Continuously identify opportunities to improve processes

Qualifications & Skills

Required:

• Bachelor's degree in math, engineering, science, or related field
• 1-3 years of relevant professional experience
• Exceptional organizational skills and attention to detail
• Strong written and verbal communication abilities
• Proven ability to multitask and adapt in a fast-paced environment
• High level of professionalism, integrity, and discretion
• Self-starter with excellent judgment and problem-solving skills
• Team player with eagerness to learn and contribute ideas
• Quantitative skills with ability to analyze data and improve processes

Preferred, but not required:

• Technical background with strong Excel skills (coding/programming knowledge a plus)
• Experience in fund administration, trading, or investment management back-office