Adjoint(e) à la Gestion. Centre Financier- Lévis
Core
Administrative and operational support for a financial center, managing client services, office processes, and recruitment coordination for financial advisors.
Role type
Financial Center Administrative Assistant
Builds
Operational efficiency for a financial center serving clients and financial advisors
Domain
Financial Services
Deliverable
dashboards & analysis
Required skills
Client service, time management, problem solving, computer literacy (Windows 10, MS Office), autonomy
Preferred skills
Financial reconciliation, general ledger, Salesforce, SharePoint, Oracle, financial planning knowledge
Technologies
Salesforce, SharePoint, Oracle, Windows 10, Microsoft Office
Responsibilities
Manage office processes and reports for advisors; act as the face of the center for clients; coordinate advisor recruitment; provide operational and administrative support to team leaders
Seniority
Mid-level, hands-on IC