Employment Opportunities
MacDougall, MacDougall, & MacTier are an independent, employee-owned investment firm, dedicated to pursuing our clients’ interests and needs with consummate professionalism. Our experience, of 160 years of operations, has proven the values of integrity, independence, service, performance and trust.
We are currently seeking a Sales Assistant to join our Sales Team in Montreal.
Reporting to the Branch Administrator, the Sales Assistant will assist Financial advisors in daily operations of managing client relationships to ensure a high level of all-inclusive sales and service.
Responsibilities:
· Assist the investment advisors in their administrative tasks.
· Maintain excellent client service by answering client calls, providing information and helping solving problems.
· Execute buy and sell orders for clients according to the advisors' recommendations or client request.
· Verification of daily activity in accounts and review of previous day’s transactions (Trades, debits, transfers, errors, etc).
· Process client's requests and ensure follow up for tasks as such cheque deposit, account transfers, RRSP contributions, etc.
· Communicate with Operations Department for administrative needs, questions and problems.
· Mailing and emailing research, information and various application forms to clients and maintain clients’ mailing lists and file client information.
· Ensure client’s accurate and timely completion of all necessary documentation.
· Assist in marketing initiatives.
Knowledge & Skills Required:
· Minimum CEGEP in finance or business administration.
· Completion of the Canadian Security Course (CSC) and Conduct and Practices Handbook (CPH) course.
· A minimum of 2 years’ experience in the brokerage industry.
· Advanced experience with Microsoft Office Suite.
· Fluently bilingual.
· Strong organizational and time-management skills.
· Strong communication and interpersonal skills.
· Good analytical and problem solving skills.
· Must have excellent initiative and ability to work autonomously.
If you are interested in this position, please submit your résumé via email at: humanresources@3macs.com, c/o Pascalle Tremblay, Human Resources Manager by Friday February 26th, 2010.
