Expected job start date: as soon as possible

Number of hours per week: 40

Work schedule:

• Morning
• Afternoon
• Week

Languages asked for:

• French: spoken fluent, written fluent
• English: spoken fluent, written fluent

Education level: Secondary - General Course Diploma

State of degree: completed

Years of experience related to the job: 1 to 2 years

Main duties :

• Prepare and submit account opening documents.
• Submit transfer requests and follow up accordingly
• Prepare material for meetings
• Maintain client files and ensure their compliance
• Provide unparalleled customer service by paying personalized attention to each customer (special requests, birthdays, celebrations, etc.).
• Maintain data in client relationship management software (CRM)
• Data entry and scanning of important documents.
• Schedule and organize meetings
• Answer the phone and responds to messages
• Other administrative tasks as needed

Required qualities :

• Demonstrate fluency in the written and oral form of the English and French languages.
• Excellent functional knowledge of MS Office: Exel, Word, Teams and Outlook
• Organizational skills: ability to manage multiple files at once and work with tight deadlines.
• Rigorous worth ethic
• Willingness to take courses and learn about the industry
• Initiative, problem solving and client service skills are essential
• Independent, self starter.

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