Overview

This is an on‑site role based out of the Montreal, QC office. You will support an Advisor with administrative and client‑service responsibilities.

Responsibilities (English)

• Manage and organize the Advisor’s Outlook (email & calendar), monitor emails, and schedule client calls.
• Identify and implement processes to improve workflow, organization and communication.
• Answer phone calls and reply to emails on behalf of the Advisor, forwarding urgent messages in a timely manner.
• Prepare expense reports and review submitted reports when required.
• Meet with the Advisor daily to discuss upcoming events, meetings and logistics.
• Plan travel and meetings.
• Write and distribute email correspondence, memos, letters and forms.
• Other duties as required.

Responsabilités (Français)

• Compétences de gestion et d’organisation d’agenda Outlook d’un conseiller (courriel...