Administrative Assistant, Dynamic Funds - Montreal, QC

Requisition ID: 197156

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Dynamic Funds is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We've built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business. The administrative assistant will work on daily administration tasks, including making travel and meeting arrangements, preparing reports, maintaining appropriate filing systems and contact lists. The role may require assisting as a receptionist, which would entail welcoming and interacting with our affluent clients.

The successful candidate is well organized and has excellent time-management and communications skills, both verbal and written, as well as a solid knowledge of Bank-related IT systems. The incumbent must be able to work independently and demonstrate strong judgment in problem solving.

Main responsibilities

• Answer and direct phone calls and emails, organize and schedule appointments.
• Plan meetings and take detailed minutes.
• Provide general support to visitors.
• Write and distribute email, correspondence memos, letters, faxes, and forms.
• Assist in the preparation of regularly scheduled reports.
• Update and maintain office policies and procedures.
• Order office supplies and research new deals and suppliers.
• Pay invoices and reconcile expenses, submit and reconcile expense reports.
• Assist in the administration (such as registration requests) for the customer online portal.
• Act as a point of contact for the department and liaise with administrative assistants to handle requests and queries from management.

Requirements

• Professional working knowledge of English and French, both spoken and written.
• Excellent customer service and problem-solving skills
• Working knowledge of MS Office, including MS Excel
• Excellent written and oral communication skills.
• Ability to work independently and complete tasks with minimal instructions.
• Great organization skills and proven ability to manage multiple priorities and deadlines.

"Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will serve and English-speaking clientele."

Location(s): Canada : Quebec : Montreal

We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.