- Employer: T.E. Wealth
- City: Montréal
- Job category: Customer Service and Administrative Support
- Job ID: J0918-0902
- Job type: Regular full time
Company OverviewFor 40 years, T.E. Wealth has offered objective financial advice and education to individuals, families, businesses and employees. Our fee-based wealth management approach is aimed at providing detailed advice to high-net-worth individuals rather than promoting financial products. In fact, Timothy Egan, Founder of T.E. Wealth, registered the FEES ONLY trademark to describe the uniquely impartial advice offered to our clients. T.E. Wealth is a national company with offices across Canada. Through its constituent companies, T.E. Financial Consultants Ltd. and T.E. Investment Counsel, our clients benefit from unparalleled attention, professionalism and personalized advice from coast to coast.
Do you want to work in a modern workplace with professional, dedicated coworkers for a large clientele? Do you have excellent communication skills and have demonstrated diplomacy and discretion? If so, this position is for you!
T.E. Wealth, a member of the iA Group, is seeking a receptionist for its reception office in downtown Montreal. The candidate must perform various administrative duties for financial planners and investment advisors, including:
Providing an exceptional welcome to our bilingual clientele
Providing customer service by answering calls in both French and English for the entire company
Preparing meeting rooms (set-up, coffee/water, catering) and providing refreshments to our guests
Contacting our clients to schedule an annual meeting with their dedicated advisor
Managing the preferred client database
Drafting letters and sending correspondence
Performing any other administrative duties
College diploma in a relevant field
Two years of experience in a related field
Skills inherent to the position, such as discretion, thoroughness, hospitality and flexibility
Proficiency with Office Suite
Must be available Monday to Friday, 8:30 am to 5:00 pm
iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.