Administrative assistant in investments

February 24, 2021

Administrative assistant in investments - Boucherville


Totem-talented recruiter has been supporting its clients for over 15 years in Greater Montreal.

Totem is a team of 25 specialists, who carry out their activity on the recruitment of professionals in administration, insurance, accounting, finance, human resources, construction and legal.

We support our clients on a daily basis on recruitment projects temporary and permanent

Our partner:

You would perform within an Organization in the financial field

Organization and responsibility of the position:

Reporting to the directors, the person holding this position is primarily responsible for:

• Day-to-day processing of purchasing transactions, chats and fund transfers;

• Handling of new sales and current business of savings and annuity products;

• Management of the investment forms of the various investment companies.

The person holding this position will also support colleagues for:

• Follow-up of new sales and in force business of insurance products;

• Administrative support to management;

• Service to representatives;

• Manage the schedules of meeting rooms and shared workspaces;

• Performs all other related tasks related to its administrative support role.

And why not you?

You hold a college diploma (DEC) in administration or the equivalent with relevant experience and you justify a e experience of 5 years in a similar position.

You are recognized for your dynamism, your ability to organize and manage priorities, your ability to communicate effectively and motivate the team, your sense of service to the clientele and demonstrate a great ability to mobilize to achieve results.

Mandatory skills:

• Mastery of computer tools, having an ease to work in a computerized environment;

• Minimum of 1 - 3 years of relevant experience;

• Excellent command of spoken and written French and English;

• Proficiency in the Office suite;


• Asset: knowledge of Univeris, Agemanm Fundserv technological tools;

• Asset: successful completion of the IFIC course and financial security advisor license.

Salary and benefits:

Easily accessible by public transport

Fixed salary: according to experience

Many related benefits to the post and to our client.

You recognize yourself in this offer, so do not hesitate any longer and apply for this offer for the attention of Lysiane Perret at

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