Associate

As an Associate, the incumbent will contribute to growing the business by supporting Investment Advisors, ensuring high-level client service, and providing dedicated specialized administrative support. The role involves preparing reports, analyzing data, managing transactions, and providing exceptional client service. The position requires excellent communication skills, proficiency in Microsoft Office, and experience with Client Relationship Management systems. The ideal candidate will have at least 3 years of experience in the financial services industry and a degree in Business/Economics or related field.

Requirements

• At least 3 years of experience in the financial services industry
• Excellent verbal and written communication skills in French and English
• Excellent proficiency with Microsoft Office
• Experience with Client Relationship Management (CRM) systems
• Ability to quickly learn new technologies and programs
• Superior client relationship management skills
• Strong organizational skills
• Meticulous attention to detail

Benefits

• 401k Matching