Administrative Assistant

Akkodis is seeking an Administrative Assistant for a contract position with a client in Toronto (Hybrid) and ideally looking for experience within the financial services industry (e.g. in the mutual fund, banking, wealth management, or securities industry)Position: Private Client Services Associate (PCSA) Location: Toronto, ON (3 days Onsite)Position Summary:An exciting opportunity is available to join our Client Engagement team, which isResponsible for delivering services to our private wealth clients across Canada. As part of our client-centric strategy within Canada Distribution, you will collaborate closely with the client service teams to deliver world-class service and ensure an exceptional client experience. You will partner with marketing, global distribution support & operational functions, investment & product teams, and related third parties to deliver high-quality service, bringing client knowledge and insight to all support activities. A focus on efficiencies is essential; you will be tasked with introducing new and innovative ideas to enhance current processes and improve how we service clients.The Private Client Services Associate (PCSA) is client-focused and responsible for delivering high-quality service to Private Wealth clients (high-net-worth individuals). PCSAs are responsible for the day-to-day administration of client relationships for private wealth clients in Canada. Ideal candidates will be located in our Toronto office.What are the ongoing responsibilities of a Private Client Service Associate?Client Service: Assist with a variety of tasks, including requests for proposals, account opening, coordinating client meetings, proactive service activities, preparing meeting material, responding to client inquiries, processing documents and correspondence.Manage and respond to requests from clients, working with internal partners to ensure clients’ expectations are met and responses are handled professionally and efficientlySupport a team, including the Associate Portfolio Managers and Portfolio Managers, with a variety of daily tasks, special initiatives and projects.Provide insights to the distribution team to improve the client experience and develop process efficiencies.Trade/Account Management: Responsibilities include account set-up, fee and performance reporting, trade submissions, coordinating/tracking compliance and audit requirements.Sales Support: Coordinate sales meetings, preparing presentations and sales materials.What ideal qualifications, skills & experience would help someone to be successful?University or College degree or equivalent relevant financial services experience2-6 years of financial services experience (e.g. in the mutual fund, banking, wealth management, or securities industry)Canadian Securities Course preferred (CSC)Bilingual (English / French); ability to speak French preferredA sales and marketing mindset with the ability to identify client needs and position solutions that address those needsStrong interpersonal, verbal, and written communication skillsAbility to work independently and within a team environmentStrong multi-tasker who can respond rapidly and effectively to requestsPositive and proactive approach with the ability to maintain confidentialityAbility to work in our Toronto office two to three days per week (hybrid work schedule)