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Recrutement Précision
  • Job Number 14524
  • Industry Finance
  • Region Montréal
  • Salary To be discussed

Description

Do you want to join a private wealth management firm located in downtown Montreal for a temporary mandate? We work with a medium-sized client who will offer you great professional challenges. You will be in collaboration with the operations team in order to contribute to the success of this team maintaining the objectives of the firm.

Temporary, full-time position. Possibility of extension.

Responsabilities

MAIN RESPONSIBILITIES

- Trading for client portfolios ;
- Manage client requests for any financial needs ;
- Complete subscription agreements for private investments ;
- Build customized reports of clients’ financial situation ;
- Assist the investment team in reviewing the clients’ portfolio ;
- Keep client information up to date through the wealth management system ;
- Ensure client portfolios are reconciled and match the information of the recordkeeper.

Requirements

REQUIREMENTS

- Minimum 3 years of relevant operational experience in the financial industry ;
- Canadian Securities Course - an asset.

SKILLS

- Good communication skills. ;
- Bilingual (French - English) ;
- High level of personal and professional integrity, sense of initiative, commitment and attention to detail.

Additional Information

BENEFITS

- Flexible hours ;
- Work remotly.  

Does this finance position interest you?

Submit your application now! apply

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Spontaneous application: send your resume to info@precisionrecruitment.ca
 

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