Administrative Assistant-Bilingual

Maintain compliance standards in client dealings and files,Conduct administrative activities and processes to support Investment Advisors (IAs) and teams,Engage in marketing and business development activities,Assist in developing investment plans and written proposals for clients,Assist in directing assets into suitable financial products based on client profiles,Connect on a personal level with clients to make interactions meaningful,Collaborate with the team to provide administrative support and meet client needs,Respond to client requests, providing exceptional experience,Support IAs with timely responses and maintaining compliance,Improve team productivity and proactively uncover business opportunities

Client-focused approach, engaging with purpose to find solutions,Goes the extra mile,Cares about people and understands different perspectives,Listens and learns from others' experiences,Detail-oriented with strong critical thinking skills,Passionate about people and building relationships,Builds trust through respect and authenticity,Lives by values of trust, teamwork, and accountability,Values innovation, collaboration, and client service

Must be legally eligible to work at the location(s). May require completing attribute-based assessments and other skills tests (e.g., simulation, coding, French proficiency).