Administrative Assistant supporting high - net - worth clients at a Toronto boutique wealth firm. Managing calendars, client materials, confidential records, and office logistics while learning private wealth management.
About the role
- Administrative assistant supporting Desjardins, North America's largest cooperative financial group. Coordinating management administration, meetings, budgets and executive support in a hybrid Montreal role.
Responsibilities
- Carry out secretarial activities, including writing, layout, updating, production and linguistic revision of information documents
- Carry out administrative tasks related to internal management, including sales follow-up, dashboards, expense accounts, inventory and material management, and performance evaluations
- Support the manager with the management and follow-up of their agenda, calls, emails and mail
- Prepare and attend meetings, including management committee meetings
- Write meeting minutes and ensure follow-up
- Participate in the logistical organization of team meetings, committees, assemblies, travel and public relations activities
- Collaborate in preparing the annual budget and monitoring the budget during the year, including analysis and justification of variances
- Provide administrative and secretarial support to a director or manager reporting to a vice-president
- Coordinate, plan and prioritize unit management activities
- Interact with stakeholders and independently carry out tasks according to administrative needs
Requirements
- Trade school diploma in a related field
- Minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Advanced proficiency in French, both oral and written
- Advanced proficiency in English, both oral and written
- Effective communication and ability to tailor approach as needed
- Customer focus, action orientation, nimble learning, planning and alignment, situational adaptability, and tech savvy
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Administrative Associate greeting patients, scheduling appointments, processing payments, and maintaining records at TELUS Health’s Toronto clinic. Supporting client - focused healthcare administration and front - desk operations.
Administrative Coordinator supporting Rangen’s customer and business operations in Lethbridge. Maintaining records, processing orders and invoices, and coordinating stakeholder communications.
Administrative Assistant II coordinating travel, expenses, vendors, and office operations for EnerSys’ industrial stored - energy business in Burnaby. Supporting finance, events, facilities, and cross - functional teams.
Faculty administrative assistant supporting the University of Alberta’s Education faculty. Coordinating executive support, academic hiring, programs, events, and Dean’s Office projects.
Administrative Assistant providing documentation, records, billing, and office support for Sedgwick, a global risk and claims administration partner.
Administrative Assistant supporting PCL Construction’s Edmonton operations. Managing reception, documents, supplies, events, contracts, and purchase orders.
Executive Assistant managing day - to - day tasks for an entrepreneur in a fast - paced remote environment. Involved in administrative, organizational, and project - related activities.
Administrative Assistant providing comprehensive support in a remote role for Vena Solutions. Managing executives' schedules and coordinating virtual meetings to enhance operational efficiency.
Bilingual Administrative Assistant supporting Patient Support Programs at BioScript Solutions. Focused on correspondence, data entry, and maintaining office records in a flexible remote environment.