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Administrative and marketing assistant - permanent position

Adjointe administrative

(The feminine generic is used to lighten the text)
Job description

Are you organized? Do you like to talk, be of service and have an interest in finance and social networks? We're looking for a cheerful, meticulous person who takes pride in their work to join our team in Montreal. The Administrative and Marketing Assistant will play a very important role within the team, and will very often be the first point of contact with our customers. The aim will be to help keep our business running smoothly, while providing exceptional customer service and carrying out administrative and marketing tasks.

Tasks and responsibilities

  • Provide a high level of service in all interactions with customers and colleagues

  • Demonstrate team spirit and flexibility to adjust to changing work priorities

  • Greet customers, receive calls and schedule appointments

  • Prepare and update customer files before and after meetings

  • Prepare, send and ensure meticulous follow-up of various files and forms

  • Manage marketing content (newsletters, website, blog, social media, etc.)

  • Various tasks to free up time for the portfolio manager.


  • Positive, proactive, meticulous and known for attention to detail.

  • Developed organizational skills to manage several files at the same time.

  • French and English: strong oral and written communication skills.

  • Proficiency in Office 365 (Outlook, Excel and Word) and ease in working with software tools.

  • University (bachelor's), college or professional degree related to the position

  • Major assets 

    • Relevant experience in the financial industry or administrative experience

    • Experience with social media, website management and best practices to be adopted.

    • Basic knowledge of finance and investments

    • Successful completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)

Salary and benefits

  • Permanent, full-time position, Monday to Friday (35 to 40 hours/week).

    • Employer with young children and very sensitive to work-family balance.

    • Hybrid work mode (in-person and remote work, conditions apply)

    • Modern offices in the heart of downtown Montreal, easily accessible by public transit (2-minute walk from Peel and McGill metro stations).

  • $26.00 to $30.00 per hour depending on experience and qualifications, with potential for rapid growth as you progress.

    • RRSP contribution of up to 5% of base salary, bonus potential and potential to earn a share of the company's profits and growth.

    • Possibility of reimbursement of educational and training expenses.

    • To begin: 2 weeks' annual vacation, 2 floating vacations and extra time off during the holiday season.

    • Free access to the building's gym.

Start date is as soon as possible.
Send your CV to Patrick Racicot:

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