Senior Transition Assistant, Competitive Recruitment

We are currently hiring a Senior Transition Assistant to lead seamless onboarding for advisory teams in Quebec. Oversee end-to-end account openings and process coordination, ensuring accuracy and efficiency. Ideal for candidates with proven experience in securities or financial services and bilingual proficiency in English and French.

Skills

• contact management systems
• account opening
• bilingualism (english and french)
• process coordination
• document preparation
• client onboarding
• report generation
• account inquiry resolution
• administrative leadership
• financial services industry knowledge
• securities industry knowledge
• team collaboration
• travel readiness