Type

Permanent

Location

Montreal (Temporarily Remote)

Company Overview

PWL Wealth Management is a premier independent Canadian Wealth Management firm with offices in Montreal, Ottawa, Toronto, and Waterloo. Canadian High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives. Financial Planning, Tax and Estate services are delivered via PWL Advisor Inc., and investment management is delivered via PWL Capital Inc. which is a Broker Dealer and IIROC member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 70 employees.

The Layton-Guay Team, led by Peter Guay, is a dynamic and evolving team with a mission to enrich the lives of our clients and our colleagues. Providing an excellent experience while maintaining a rigorous approach to our clients’ wealth management needs is at the core of our values. We’re a small, but growing team and we’re looking for a candidate who will fit well with our culture.

About the Opportunity

As Administrative Assistant your primary responsibility will be to support Peter Guay and his team while providing exceptional service to our clients.

This position is ideal for someone with an interest in financial services, who has strong organizational skills and a commitment to client service. The successful candidate will build and maintain a positive, friendly, and personal rapport with our clients while assisting Peter and the team with a wide range of tasks, including calendar management, file maintenance, and client onboarding.

Responsibilities & Activities

The successful candidate will be the first point of contact for our clients and prospective clients. Responsibilities will include, but are not limited to, the following:

  • Provide confidential administrative support including coordinating and organizing meetings with existing and prospective clients, maintaining contact lists, composing client correspondence.
  • Work effectively with the Team Lead to keep him well informed of upcoming commitments and responsibilities.
  • Assisting all team members with administrative tasks including processing mail, filing, and ordering supplies.
  • Managing the Team Lead’s calendar and scheduling client meetings for the Team Lead and other advisors in the team.
  • Taking & directing calls.
  • Responding to client inquiries and requests, including providing help in accessing our online platforms.
  • Communicating with clients by phone and email in both official languages.
  • Guiding new clients through the welcoming process including data gathering and document requests.
  • Client file maintenance and data entry.
  • Greeting clients at the office when in-person meetings resume.

Qualifications & Skills

We’re looking for an individual with the right skill set, work ethic, and personality to fit in with our team. While prior experience in financial services administration is an asset, it’s not essential if you meet the following requirements:

  • Post-secondary degree or an acceptable combination of education, training and/or related work experience.
  • Two years of experience in an administrative role or client service position.
  • Ability to organize and prioritize work effectively.
  • Proficiency with Microsoft Office, required.
  • Excellent written and verbal communication skills, both English and French, required.
  • Experience in the preparation of correspondence.
  • Ability to learn new systems quickly & adapt to evolving processes.
  • Detail-oriented and process-driven approach to work.
  • Strong work ethic, maturity, and commitment to client service.
  • Committed to ethical and professional standards regarding confidentiality of client information.
  • An enthusiastic team player who can work effectively with others both internally and externally

Why PWL?

Compensation for this role is a combination of base salary with an additional bonus in the form of profit-sharing. PWL Capital offers excellent health benefits, an RRSP matching program, and financial support for continuing education courses.

If you are interested in this opportunity, please submit your resume and cover letter. We thank all candidates for their interest, but only those selected for an interview will be contacted. No phone calls, please.

Careers - Peter Guay Team

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