Administrative Assistant

Bilingual Administrative AssistantHeritage Wealth Partners, powered by Manulife Wealth Montreal, Quebec | Full-TimeAbout UsHeritage Wealth Partners, powered by Manulife Wealth, is a performance-driven wealth management practice specializing in multigenerational planning — helping families build, protect, and transition wealth across generations. As our practice continues to grow, we are seeking an organized and detail-oriented professional to support our advisory team and help ensure the seamless day-to-day operation of our office.About the RoleThe Administrative Assistant plays a key role in supporting our advisors and delivering a consistently high standard of client service. The ideal candidate is highly organized, thrives under deadlines, and takes genuine pride in accuracy and follow-through.Key ResponsibilitiesProvide administrative support to advisors, including scheduling, correspondence, and file managementPrepare and process client documentation, including account opening, transfer, and maintenance formsCommunicate with clients in a professional and courteous manner by phone, email, and in personMaintain accurate client records in accordance with applicable compliance and regulatory standardsCoordinate meetings, appointments, and client communicationsSupport day-to-day office operations and assist with special projects as requiredQualifications2+ years of administrative experience, ideally within financial services, wealth management, or a related fieldBilingual in English and French (required)CSC (Canadian Securities Course) licensedStrong organizational skills with exceptional attention to detailExcellent written and verbal communication skillsProficiency with Microsoft Office (Outlook, Word, Excel)Proven ability to manage competing priorities in a deadline-driven environmentA professional, positive demeanor and sound judgment in handling confidential informationConsidered an asset:Experience with SalesforceComfort with AI productivity tools (e.g., Microsoft Copilot, ChatGPT, Claude)Why Join UsA well-established, performance-driven practice with a strong reputation for client serviceA long-term career opportunity within a well-established, growing practiceA collaborative, supportive team environmentHow to ApplyQualified candidates are invited to submit their resume and a brief cover letter to nick.iaizzo@manulifewealth.ca, with the subject line "Bilingual Administrative Assistant Application."We thank all applicants for their interest; however, only those selected for an interview will be contacted.