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Senior Assistant, Wealth Architecture

Altium Wealth Architecture is an independent firm providing investment management and Family Office services to individuals, families, and foundations across Québec and Canada. Registered as a portfolio manager with several provincial regulatory authorities, Altium oversees 3rd party investment managers and offers an objective and personalized service to its clientele. The firm covers traditional and non-traditional investments.

In line with its strong growth, Altium is currently seeking a Senior Assistant, Wealth Architecture to join its team located in the heart of downtown Montreal. You will be part of a highly competent and exceptional team that continually collaborates in a trusting and caring environment that is based on values shared by all.

Your Role and Your Contribution as a Senior Assistant, Wealth Architecture 

  • You will bring to the firm an experience and leadership that will benefit both the team and our clients.
  • You will be responsible for greeting clients at the office.
  • You will be responsible for supporting the Client Advisors in their functions, mainly in relation to the multiple administrative tasks.
  • You will be responsible for completing all documentation related to client accounts (opening accounts, letters of direction, updating Investment Policy Statements, etc.).
  • You will be responsible for keeping information systems (CRM) up to date.
  • You will be responsible for organizing client and team events as well as managing client care gestures.
  • You will be responsible for managing orders and deliveries for the office.
  • You will have the opportunity to participate in various special projects and assist in the development and improvement of internal processes.
  • You will collaborate closely with a team of highly experienced individuals in order to apply Altium’s client experience and supporting them in providing a personalized, high-quality service to a selective and diversified clientele.

Position Requirements 

  • Strong desire to work for an independent and objective firm that is client-centered and that abides by a culture driven by our values of excellence, integrity, service, collaboration and objectivity.
  • Strong ethical values and a respect for confidentiality.
  • Open minded with a strong desire to continue to learn.
  • Ability to simultaneously manage multiple work streams, as well as requests from clients, team members and external partners.
  • Deep understanding of Altium’s culture, approach and investment philosophy. Although you will be surrounded by a team of experienced individuals, this aspect requires a great capacity for analysis, an attention to detail and a desire to continually better the service we provide to the families who trust us.

Preferred Qualifications 

  • 15 to 20 years of experience in a related role and industry.
  • Undergraduate degree in Business, Finance or equivalent is an asset.
  • Fluently bilingual written and oral communication skills (French & English).
  • A high degree of proficiency in MS Word, PowerPoint, Excel and Outlook with a general comfort in using new software and tools.

Additional Information 

If you are interested in this position and would like to submit your candidature, please send your resume in PDF format by e-mail to Mr. Michael Goodman at the following address:

Only candidates who meet the requirements and qualifications will be contacted.

Altium Wealth Architecture Inc. is committed to the principles of equal employment opportunities.