Assistant(e) administrative planification URGENT H/F

We are looking for a proactive and professional Administrative Assistant I to join our Private Wealth Management (PWM) team in Courtenay. In this role, you will be the primary point of contact for high-net-worth clients, providing dedicated support to one or more Investment Advisors. This is a premier "foot in the door" opportunity for someone looking to build a long-term career in wealth management, offering deep exposure to holistic financial planning and customized wealth solutions.
Duration: ASAP – End of August (Potential for extension and permanent conversion).
Schedule: Monday to Friday, 8:00 AM – 4:00 PM.
Start Date: ASAP.
As an Administrative Assistant, you are responsible for managing non-advice activities and providing high-level workplace support for a small, collaborative team. Given the high-net-worth nature of our clientele, a superior level of phone etiquette, discretion, and professionalism is required. This role requires the ability to work independently under virtual management while remaining a highly engaged member of the local office.

Career Growth: Significant potential for this contract to turn into a long-term, permanent career within the organization.
Strategic Exposure: Gain deep insight into Private Wealth Management and high-level financial planning.
Supportive Environment: Work within a tight-knit team of four that values innovation, quality, and teamwork.
Comprehensive Training: Benefit from a structured 4-week onsite training period to ensure your success.
Professional Networking: Primary Contact: Act as the first point of contact for clients via phone and email, providing guidance on products and services based on bank guidelines.
Create and maintain reports for the analysis of client accounts, including tracking Dividends, RSPs, and RIFs.
Maintain strict adherence to compliance requirements (PIA policies) for all new and existing account documentation.
Review newly posted marketing content for client relevance and submit pieces for approval to compile professional client information packages.
Professionalism: Exceptional phone etiquette and the ability to interact professionally with high-net-worth clientele.
Technical Skills: Proficiency in standard office software and the ability to learn new internal banking systems quickly.
Experience: 1–2 years of relevant administrative or customer service experience (Junior candidates with a strong desire to learn are encouraged to apply).
Work Style: Ability to work with minimal supervision and problem-solve using available tools and resources.
Undergraduate Degree or Community College Diploma is an asset.
If you are a detail-oriented individual with strong communication and problem-solving skills, and are interested in a long-term career opportunity in a positive team environment, we encourage you to apply!
As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to View email address on randstad.com.