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Wealth Management Bilingual Operations Administrator - Client Service Associate

This position has been created due to the firm’s evolving business strategy and their strong commitment to the client experience. This position is ideal for someone with experience in the wealth management, financial services industry, with strong administrative skills and a love of detailed paperwork.

Wealth Management Bilingual Operations Administrator - Client Service Associate

This position has been created due to the firm’s evolving business strategy and their strong commitment to the client experience. This position is ideal for someone with experience in the wealth management, financial services industry, with strong administrative skills and a love of detailed paperwork.

About Our Company

Tulett, Matthews & Associates is a Montreal-based independent firm that empowers high net worth Canadian professionals, executives, entrepreneurs and retirees with integrated wealth management solutions that include discretionary portfolio management, financial planning and tax services.  

At the heart of our success is our focus on our clients; we provide investment and retirement strategies to increase financial security for our clients – with a personal touch.

We have been in business for over twenty-five years and serve approximately 200 client families across the country. We have a 95% client retention rate over this period and scored 72 in our 2020 Net Promoter Score (NPS) survey. We are super proud of our above average and industry leading Net Promoter Score as it is a well know client satisfaction measure used to gauge customer loyalty, satisfaction, and enthusiasm with a company.

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