Job opportunity
Investment Assistant at Desjardins
Desjardins
Elevate your career as an Investment Assistant with Desjardins, where you'll actively support advisors in securities account management. Handle client transactions and ensure satisfaction in a hybrid work model.
This role involves close collaboration with advisors, managing schedules, and efficiently processing client requests. You will be crucial in preparing meeting documentation and resolving administrative issues, all while adhering to Desjardins' high-quality standards. Your proactive approach and interpersonal skills will ensure clients receive tailored solutions to their financial needs.
Key Responsibilities:
• Prepare documentation for client and member meetings
• Manage advisors' calendars and voicemail tasks
• Process account openings and securities transactions
• Address client queries with researched solutions
• Contribute to reports and prepare related documents
Requirements:
• College diploma in a related field
• Minimum one year relevant work experience
• Knowledge of French is required
• Action oriented with strong customer focus
• Interpersonal savvy and drive for results
Bring your skills in client relations and administration to drive success at Desjardins.
#J-18808-Ljbffr
Apply on source site This role involves close collaboration with advisors, managing schedules, and efficiently processing client requests. You will be crucial in preparing meeting documentation and resolving administrative issues, all while adhering to Desjardins' high-quality standards. Your proactive approach and interpersonal skills will ensure clients receive tailored solutions to their financial needs.
Key Responsibilities:
• Prepare documentation for client and member meetings
• Manage advisors' calendars and voicemail tasks
• Process account openings and securities transactions
• Address client queries with researched solutions
• Contribute to reports and prepare related documents
Requirements:
• College diploma in a related field
• Minimum one year relevant work experience
• Knowledge of French is required
• Action oriented with strong customer focus
• Interpersonal savvy and drive for results
Bring your skills in client relations and administration to drive success at Desjardins.
#J-18808-Ljbffr