Bilingual Administrative Assistant

at  Robertson and Company

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Prime Hires is seeking a skilled Bilingual Administrative Assistant to join our client.
Contract Dates: 6 months with potential to extend or convert
Pay Rate: $25.20 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

• Support and facilitate client transfers between advisors
• Open and set up client accounts
• Follow up on transfers
• Additional tasks include policy review, escalation management
• Primary focus on opening client accounts and transfers

Experience & Qualification Requirements:

• Bilingual - French & English
• 1-3 years previous banking operations experience; involved in account openings
• Proficiency in Microsoft Excel and Word
• Savvy with technology and data
• Experience in escalations and policy review

Personal Attributes:

• Excellent verbal and written communication skills, attention to detail, and excellent interpersonal skills
• Excellent organizational, follow-up, analytical and problem-solving skills

• Support and facilitate client transfers between advisors
• Open and set up client accounts
• Follow up on transfers
• Additional tasks include policy review, escalation management
• Primary focus on opening client accounts and transfer