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Position: Executive Assistant – Private Wealth Management – USA clients
Location: TMR
Salary: From $70-80k based on experience
Perks: 35 hours work week, partial hybrid and full benefits, 4 weeks vacation
Exciting opportunity to join a team an investment capital organization and leverage your administrative training and expertise!
Location: TMR
Salary: From $70-80k based on experience
Perks: 35 hours work week, partial hybrid and full benefits, 4 weeks vacation
Exciting opportunity to join a team an investment capital organization and leverage your administrative training and expertise!
Our client is a well-established company of professionals accounting and seeking a Executive Assistant – Private Wealth Management – USA clients to support on documentation and other related tasks in supporting administration for the office.
The company is offering a competitive package and amicable working environment with long-term stability and high employee satisfaction.
Responsibilities :
– Annual resolutions for group of holding companies
– Updating and maintaining corporate information for group entities
– Reviewing and completing agreements for new accounts and investments
– Coordinating with investment managers to provide information and other ad hoc requests
– Ensuring internal documentation is complete for new investments
– Monitoring and actioning a shared high volume e-mail inbox used for communication with all portfolio investments
– Updating and maintaining banking information and banking requests
– Coordinating signatures for execution of agreements
– Supporting the office with administrative services
Qualifications :
– At least 5 years of experience in administrative support within an environment working with legal or financial investment documentation
– Familiarity with different corporate structures (Trusts, partnerships, corporations, etc.) and exposure to the investment industry are strong assets
– Excellent bilingualism to work with Toronto office and USA clients
– Strong skills in Word and Excel
– Organized, detail-oriented, accurate, able to work autonomously and function well within a team
To apply, please send your resume to Jill Kalakay at jillk@quantum.ca.
REFER A PERM HIRE AND EARN UP TO $1,000! For more details, click here.
OUR VIRTUAL DOORS ARE OPEN! We’re also bringing the interviews to you by various web applications, virtually! Contact us today for your next opportunity.
CNESST permit number: AP-2000158
