Company description:
Partenaire-Conseils Groupe Financier et Gestion Privée is, above all, a passionate team committed to building lasting relationships of trust with its clients and partners. Our firm is recognized for its professionalism, human approach, and proactivity. Located in the heart of Laval's business district, we are also proud of our social involvement and support for important causes.
We offer an environment where initiative, development, and autonomy are highly valued, allowing everyone to contribute fully and grow with us.
What we offer:
- Group insurance
- Group RRSP
- Free on-site parking
- Modern offices in the heart of Laval's business district
- Dynamic and collaborative team
Duties and responsibilities:
Life and health insurance
- Support clients by responding to their requests and providing quality service
- Process new insurance applications
- Process contract changes
- Follow up on requests with insurers and advisors to ensure efficient processing
Administrative support
- Coordinate advisors' schedules.
- Prepare necessary documentation for meetings (documents, agendas, etc.) and follow up after meetings (signatures, mailings, etc.).
- Help plan internal events.
- Process incoming and outgoing mail and order supplies.
- Perform various administrative tasks (scanning, filing, binding, etc.)
- Update the customer database (create and modify records)
Required qualifications and skills:
Desired profile
- One year of administrative support experience is an asset. We will also consider applications without experience if the candidate stands out.
- Good knowledge of Microsoft Office/Excel
- Excellent organizational and time management skills
- Autonomy, resourcefulness, and initiative
- Team spirit, interpersonal skills, and professionalism
- Customer focus and empathy
- Excellent command of French, both spoken and written
- A person who wants to work with financial advisors and the administrative team directly from our offices
How to apply: By email to charlene.grignon@partenaire-conseils.com
