Administrative Assistant

Administration | Management, Sales and Professional Positions | Hybrid | Permanent - Full-time A key role at the heart of client files, with autonomy and remote work in the long term Key Information Job Title: Administrative Assistant Location: Saint-Bruno, Quebec, Canada Job Type: Permanent - Full-time Work Mode: Hybrid Salary: Based on experience and autonomy Join a small financial services team where your diligence has a direct impact on service quality and the smooth running of transactions. This position combines administrative support, client file follow-up, and coordination of investment transactions, with a fast pace and high expectations for accuracy. The work environment emphasizes trust, autonomy, and a gradual transition to almost complete remote work. Responsibilities — concrete deliverables and daily impact Ensure service continuity by answering calls when the junior assistant is unavailable and efficiently directing requests. Sort and prioritize the advisor's emails by clearly separating client files from administrative follow-ups. Prepare appointment files, summaries, and retirement income payment summaries to support structured and comprehensive meetings. Document follow-ups and maintain complete, traceable, and up-to-date files for reliable execution of operations. Coordinate investment transactions by meeting clients, completing required forms, and then forwarding requests to the broker until final processing. Perform fund analysis in Morningstar (or comparable tool) and apply complex investment guidelines provided by the team. Maintain the company's accounting, prepare documents for the accountant, and record commissions received from the previous year each January. Desired Profile — essentials for success in this role Demonstrate bilingualism in French and English to serve an English-speaking clientele, including exchanges related to Ontario. Master the organization of multiple simultaneous follow-ups while maintaining structured and easily verifiable documentation. Exhibit exceptional administrative rigor and a constant attention to detail in a context where errors can impact clients. Be very comfortable with technological tools and systems (broker portal, financial CRM, specialized software). Adapt to a fast pace, including a particularly intense period in February, without compromising accuracy. Act with autonomy, initiative, and proactivity in a management style based on trust and minimal micromanagement. Welcome feedback with coachability and communicate directly and constructively in a team, including the ability to report an error when necessary.

Conditions

— compensation, schedule, and benefits 37.5 hours per week, with Fridays ending at noon. Flexible schedule according to needs, with the possibility of taking time off and resuming hours autonomously. Enjoy up to 4 weeks of annual vacation based on experience, as well as time off during the holiday season. Access to insurance options based on personal preferences, with a modular structure between insurance and direct compensation. Evolve in a work mode expected to become almost entirely remote within 1 to 2 years. Assets — to accelerate your onboarding Have experience in financial services, investments, or insurance. Know a broker portal and a financial CRM. Have knowledge of corporate accounting. If you enjoy impeccable files, follow-ups that never get lost, and a role where your precision directly protects clients, this position will give you a real impact area on a daily basis. Interested individuals can submit their application directly via this offer or send it by email to: All applications will be treated confidentially. Only candidates selected will be contacted.