● 招聘公司：Fiera Capital
● 公司简介：菲埃拉资本公司是一家领先的独立资产管理公司，拥有近750名员工，正迅速获得全球影响力和声誉。公司管理着1430亿美元的资产(截至2018年9月30日，以加元计算)，为机构、私人财富和零售市场提供全方位服务，综合投资组合管理解决方案，涵盖广泛的传统和另类资产类别。
● 招聘职位：私人财富助理 ● 职位性质：全职 ● 职位薪酬：$60,000+
● 工作内容： - 及时有效地响应客户、私人投资组合经理、受托人等的要求;
- 监督我们系统和其他部门现有账户的开立和更新;
- 协助私人投资组合经理执行与CRM活动相关的所有任务;
- 确保提交给客户的所有报告和文件都反映了在要求的时限内完成的、完整的、高质量的信息;
- 准备和打印客户会议所需的文件(如信函、演示文稿等);
- 与其他团队成员合作进行联合项目(业务开发、特殊活动、流程改进等)。
● Responsibilities： - Respond promptly and effectively to requests from clients, private portfolio managers, trustees, etc.;
- Oversee the opening and updating of existing accounts in our systems and other departments;
- Assist private portfolio managers in performing all tasks related to CRM activities;
- Ensure that all reports and documents presented to clients reflect information that is both complete and of the highest quality, and are produced within the required timelines;
- Prepare and print documents (i.e. letters, presentations, etc.) required for client meetings;
- Collaborate with other team members in joint projects (business development, special events, process improvement, etc.).
● 职位要求： - 工商管理、商务或相关专业本科以上学历;
- 注册或完成IFIC/ CSC是一项资产;
- 至少5年客户服务或项目组合管理支持功能的相关经验;
- 有金融服务业工作经验;
- 熟悉投资行业和金融市场;
- 出色的人际交往能力和客户服务能力;
- 注重结果，有能力在压力下工作和管理优先事项;
- 较强的分析能力和对细节的关注;
- 独立工作能力强，具有团队精神;
- 熟练掌握Word、Excel、PowerPoint、Outlook等办公软件;
- 良好的法语和英语口头和书面沟通能力。
● Requirements： - Bachelor’s degree in Business Administration, Commerce or related field;
- Enrollment or completion of IFIC/ CSC is an asset;
- Minimum 5 years of relevant experience in a client service or portfolio administration support function;
- Previous experience within the financial services industry;
- General knowledge of the investment industry and financial markets;
- Exceptional interpersonal skills and customer service;
- Results-oriented, ability to work under pressure and manage priorities;
- Strong analytical skills and attention to detail;
- Ability to work independently but also essential to be a team player;
- Advanced knowledge of Microsoft Word, Excel, PowerPoint and Outlook;
- Excellent verbal and written communication skills in both French and English.
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