Our current job postings

Administrative Assistant

  • Employer: iA Private Wealth Inc.
  • Office: 26 Wellington Street East
  • Location: Toronto, Ontario
  • Other Possible Location(s): Montreal, Quebec
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10014248
  • Job type: Permanent Job Full time
  • Apply before: 2022-08-19

Description

Administration / Full Time, permanent / remote / bilingual

We are looking for a Bilingual Administrative Assistant to join our team and grow their career in the investment industry. Reporting to the Director, Wealth Advice Centre, the Administrative Assistant will be responsible for providing support to branch Investment Advisors and Associates. The Branch is a team of corporate Investment Advisors servicing clients across Canada.

The Administrative Assistant manages a critical compliance and control function within the Branch as well as administrative and client service support to Branch advisors and their clients.

Key accountabilities include:

  • Ensuring accounts are accurately documented and compliant with regulatory requirements

  • Maintaining client files and information

  • Following up with clients on missing documentation required as per the industry regulatory requirements

  • Escalating issues to the Director when appropriate

  • Reviewing processes to improve administrative efficiencies

  • Proactively establishing, developing, and maintaining strong client relationships through providing timely service

  • Proactively reaching out to clients who are new to the branch via phone and email

  • Ensuring clients’ information is accurate and up to date

  • Participating in special projects, as assigned by the Director of the Advice Centre

  • Participating actively in team learning development activities and team performance achievements

  • Building effective working relationships across the team and with various business line and corporate function contacts

  • Maintaining a high level of customer service

  • Processing monthly reports and transfer requests from internal partners

  • Encouraging the generation of new ideas and approaches

  • Actively sharing knowledge and experience to enhance the development of all team members

Qualifications

  • Good verbal and written language skills in both English and French owing to frequent interaction with English- and French-speaking colleagues and clients across Canada 

  • Willing to work until 6pm EST

  • Must obtain the Canadian Securities Course (CSC) within a year of hiring.

  • Proven record of good customer service

  • Excellent oral and written communication skills

  • Time management skills and the ability to manage multiple competing priorities

  • Strong knowledge of Microsoft Office Excel

  • Willing to learn and grow within the company

RSRIA


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.