Thrive as a Bilingual Trade Services Administrator in Montreal, ON, within a top wealth management organization. This hybrid role values effective communication in both English and French to enhance client relations and support operational goals.
Reporting to the Supervisor of Trade Services, you will engage with partners across Canada and leverage your financial services experience. Your commitment to accuracy and excellent customer service will drive operational success.
Key Responsibilities:
• Engage clients and partners in English and French
• Oversee transaction processing within compliance
• Work independently to achieve team objectives
• Maintain a high standard of attention to detail
• Provide support in administrative functions
Requirements:
• Strong fluency in English and French, both written and spoken
• At least one year in financial operations or services
• Knowledge of Dataphile or Fundserv is advantageous
• Self-motivated with proven d...