Assistant ou Assistante Gestion de patrimoine (Stage)

About the role#

As a Wealth Management Assistant intern, you will support investment advisors and their teams in delivering financial services. You will contribute to maintaining client relationships and ensuring high-quality service while adhering to company standards and procedures.

What you'll do#

• Support the investment advisor and the team with administrative tasks, client service, and business development activities.
• Respond to client inquiries regarding their accounts, products, and services, performing necessary follow-ups and research.
• Assist clients in navigating and optimizing the use of various tools and digital channels to promote autonomy.
• Handle incoming calls and specific information requests, referring them to the appropriate contact when necessary.
• Identify operational risks and contribute to finding process improvements for team activities.

What you'll need#

• An Attestation d’études collégiales (AEC) in a relevant discipline.
• A minimum of three years of relevant experience.
• Fluency in French is required.
• Strong communication skills and an action-oriented mindset.
• Ability to adapt your approach to different situations and interpersonal savvy.

Location & details#

• Location: Sherbrooke, Quebec, Canada.
• Modality: On-site.
• Employment type: Full-time.
• Compensation: This is a paid internship.