Litigation Associate handling civil, estate, and real estate disputes for Ottawa law firm Merovitz Potechin LLP. Advising clients within an experienced litigation team.
About the role
- Associé en gestion de patrimoine chez Groupe Financier Héritage, expert en valeurs mobilières et gestion de patrimoine. Coordonnant transactions, documentation et service client à Sherbrooke.
Responsibilities
- Provide high-quality client service and respond promptly to inquiries in collaboration with advisors
- Process client transactions and instructions, including deposits, withdrawals, transfers, and foreign exchange transactions
- Manage account documentation, from account openings and updates to service requests
- Ensure end-to-end follow-up with internal teams and partners
- Prepare client reports and documents in accordance with compliance standards
- Contribute to the continuous improvement and evolution of processes and tools
Requirements
- Relevant university degree
- More than 2 years of relevant experience
- Excellent attention to detail and critical-thinking skills
- Ability to analyze information and solve problems
- Ability to manage multiple priorities
- Strong organizational skills and initiative
- Effective stress management and comfort working in a multitasking environment
- Client-focused approach
- Professional communication skills and ability to work as part of a team
- Proficiency in Microsoft Office, particularly Excel
- Ability to learn new systems quickly
- Interest in wealth management and cybersecurity
- Canadian Securities Course (CSC) and/or Conduct and Practices Handbook (CPH), or willingness to complete the required training
Benefits
- Wellness program
- Telemedicine and virtual clinic
- Flexible group insurance plan
- Generous pension plan
- Share ownership plan
- Employee and family assistance program
- Preferred banking services
- Skills development and career advancement opportunities
- Varied and stimulating role
- Opportunities to participate in community engagement initiatives
- Modern tools
- Dynamic, collaborative, and people-focused environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
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