About the employer
This growing Montreal-based professional services firm serves a diverse client base across a range of business and finance-related fields. Recognized for the stability of its work environment and the quality of its client relationships, the firm is currently focused on modernizing its practices and digitizing its processes. You’ll join a collaborative team where ideas and initiatives are valued, and you’ll have the opportunity to play an active role in advancing digital tools and the customer experience.
Benefits
Three weeks of vacation, including the week of Christmas—Personal and sick days—Comprehensive group insurance plan—Free parking—Great teamwork and a pleasant daily work environment
Your responsibilities in a few words!
Participer activement au déploiement et à l’intégration d’un nouveau portail numérique destiné aux clients – Accompagner les clients dans l’utilisation du portail, l’accès à leurs documents et la signature électronique – Numériser, organiser et assurer la gestion sécurisée des dossiers et documents clients – Créer les nouveaux dossiers clients et veiller à l’exactitude et à l’organisation des informations – Coordonner les démarches administratives et les autorisations requises auprès des instances gouvernementales – Gérer les calendriers, planifier les rencontres et coordonner les rendez-vous des professionnels – Offrir un soutien administratif aux différents professionnels et membres de la direction – Préparer les documents, communications et différents outils administratifs – Accueillir et accompagner les clients avec professionnalisme – Gérer efficacement le flux des demandes entrantes et sortantes – Maintenir un système de classement structuré et efficace – Contribuer à l’amélioration continue des processus administratifs et de l’expérience client – Participer à la coordination générale du bureau et, à l’occasion, de certaines activités internes
Your assets for this position!
Have 2 to 3 years of experience in administration, customer service, or a professional setting
Fluency in French and English, both spoken and written
Very strong proficiency in Microsoft Word and Excel
Comfortable using digital tools, particularly PDF conversion, electronic filing, and electronic signatures
Have experience managing digital files and documents
Training in administration, communications, or a related field is a plus
Experience in an accounting firm or other professional services environment is a plus
Basic knowledge of cybersecurity is a plus
Previous experience working with a customer portal or cloud-based platform is a plus
Experience managing multiple priorities and handling simultaneous administrative requests
Summary
An ideal opportunity for someone who is organized, meticulous, resourceful, and curious about new technologies—someone capable of effectively juggling customer support, requests from professionals, and the digital transformation of processes. You’ll play a hands-on role within a collaborative team, where a significant portion of your day-to-day work will be dedicated to the digital management of files and providing technological support to clients, rather than a traditional front-desk role.
Job offers
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