About PEAK
As a leading Canadian independent wealth management firm, our mission is to help people improve their quality of life through smarter financial decisions.
Since 1992, PEAK has been supporting Canadians in managing their wealth. With more than $16 billion in assets under administration and over 1,500 professionals and employees across the country, PEAK continues to grow and strengthen its presence in the Canadian financial ecosystem.
At PEAK, we foster a culture built on trust, independence, innovation, and integrity.
Your Role
To provide administrative support in the office during the absence of the current administrative assistant. The temporary hire will play a key role in handling communications, mail processing, travel coordination, and updating client records.
Key Responsibilities
- Answering and transferring phone calls, or taking messages when necessary.
- Taking dictation and typing emails or notes into client files.
- Sorting all incoming mail (both physical and electronic), scanning and filing it into appropriate client folders.
- Scanning Financial Information Organizers (FIOs) and financial statements into the system.
- Preparing and tracking courier packages.
- Booking travel arrangements (e.g., flights and rental cars).
- Contacting companies to request or update client information.
- Updating the Client Relationship Management (CRM) system.
- Confirming client appointments.
- Preparing expense reports and reconciling MasterCard statements.
What We’re Looking For
- Fluency in English (spoken, read, and written) – essential.
- Proficiency in Microsoft Office Suite, including : Microsoft Outlook (email and calendar), Microsoft Word, Microsoft Excel
- Strong organizational skills and the ability to prioritize tasks.
- High attention to detail and accuracy.
- Ability to work independently and maintain confidentiality.
Assets
- French language skills (spoken and written) are considered a strong asset.
- Prior experience in a financial or administrative environment.
What We Offer
- A full time position for 3 months
- Modern offices with scenic views in downtown Montreal, easily accessible by public transit
- Involvement in social causes including cancer research and community initiatives
- Frequent events led by our social committee focused on wellbeing, community and connection
- Professional development encouraged through training and internal growth opportunities
We thank all applicants for their interest. Only those selected for an interview will be contacted.
