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Client Operation Specialist - Wealth Management

Location: Westmount
Company: Services de Gestion Quantum Ltée
Contract type: Permanent

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Position: Client Operation Specialist - Wealth Management Location: Westmount Our client is a full-service investment management firm that offers tax planning, processing and advice services to their customers. They are looking to add to their team an operational support to the senior advisors. This is a solid team with a super dynamic energy, and therefore personality and fit are just as important as skills. What they offer: - Very human approach, they take good care of their employees - Full benefits - Transit pass paid - Vacation + personal days - Offices located near Atwater metro - Schedule of 8:30 a.m. to 5 p.m. What they are looking for: - CEGEP-level degree in administration or 2 to 5 years of experience in a financial or insurance environment or experience as a Teller with 4 to 5 years of experience with back office and compliance type tasks - Strong verbal communication skills in both languages - Organized, meticulous and good time management skills - Proactive - Strong Excel skills - Experience working with CRM a big asset Please send your resume in Word format to Maia Slivinschi at the following address: maia.slivinschi@quantum.ca. 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

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