Assistant, Wealth Management

Job Description

Position: Assistant
Département: Wealth Management
Location: Montréal, Québec

ABOUT ALTIUM ARCHITECTURE DE PATRIMOINE

Altium Wealth Architecture is an independent firm specializing in wealth management and investment management, offering an exclusive operational platform. As a Multi-Family Office, it supports high-net-worth clients across Quebec and Canada, including entrepreneurs, executives, and their families.

The Quebec-based firm was born out of a desire to improve and transform the wealth management experience for individuals, families, and foundations at a time when many were seeking independence, transparency, and a more institutional approach to structuring and managing their wealth.

Its approach is centered on the analysis, understanding, and coordination of the three dimensions of wealth: Family, Investments, and Business. This is how they define Wealth Architecture.

Altium is registered as a portfolio management and financial planning firm with provincial regulatory bodies in Quebec, New Brunswick, Ontario, and British Columbia. Free from any banking or institutional affiliations, it ensures an objective approach guided by strong convictions.

Mission

Protect and grow clients’ wealth for future generations.

Values

  • Excellence
  • Integrity
  • Service
  • Collaboration
  • Objectivity

JOB SUMMARY

Altium Wealth Architecture is looking to welcome a high-level Assistant to its team. As a true administrative pillar of the Wealth Management department, the selected candidate will be responsible for ensuring flawless execution and exceptional service. Their sense of anticipation and attention to detail will allow them to optimize each interaction and uphold the highest standards of excellence.

If you have already implemented or optimized high-performing solutions in a similar environment and understand the expectations of a select clientele of entrepreneurs and executives, this opportunity is for you!

As a key member of the team, you will actively support the development of the Wealth Management department and all its activities, assist client advisors in their daily work, manage client relationships, and contribute to business development, thus enhancing Altium’s impact and reputation.

RESPONSIBILITIES

  • Open, maintain, and systematically update client accounts, ensuring the accuracy of all financial transactions.
  • Ensure the annual update of client files, including all relevant financial, tax, and regulatory information.
  • Rigorously handle client financial operations (withdrawals, deposits, transfers, payments), ensuring speed and compliance.
  • Foster proactive and transparent communication among clients, advisors, and partners.
  • Execute operations in compliance with regulatory standards and internal policies, while ensuring adherence to rules and risk management practices.
  • Review and deliver quarterly client reports and tax packages during tax season.
  • Coordinate advisors’ schedules, plan appointments, and prepare client meetings.
  • Support wealth management advisors in managing client files, including preparing presentations and meetings.
  • Assist client advisors in organizing meetings with prospects and partners, as well as handling follow-ups.

REQUIREMENTS

  • Minimum of 12 to 15 years of relevant experience in financial services, wealth management, or brokerage.
  • Completed university degree in a field related to the financial industry or equivalent.
  • Certifications (examples: Canadian Securities Course, Financial Planning Certificate, Compliance Training) considered an asset.
  • Knowledge of current financial sector regulations and compliance standards.
  • Excellent knowledge of Microsoft Office Suite and customer relationship management (CRM) systems.
  • Experience in client service and administrative management of client files.
  • Proven ability to communicate effectively in both French and English, verbally and in writing, in a high-end professional environment.

SKILLS

  • Exemplary rigor and meticulous attention to detail.
  • Ability to manage multiple tasks simultaneously and meet tight deadlines.
  • Strong organizational and work planning skills, with effective priority management.
  • High level of discretion and professional ethics.
  • Ability to work collaboratively within a team and with various stakeholders.
  • Aptitude for suggesting improvements to enhance the quality, speed, or accuracy of business processes and operations.

ADDITIONAL INFORMATION

If the position interests you, please send your resume by email to: [email protected].

Please be assured that all your personal information will be kept strictly confidential.

Altium Wealth Architecture Inc. is an equal-opportunity employer.