Exciting prospect at Desjardins for a full-time Administrative Assistant/Licensed Sales Associate. Champion client service and support advisors in day-to-day operations.
As a key player in our team, you will assist advisors and branch personnel with existing clients while driving new business. We seek a detail-oriented, multi-tasker who communicates effectively and thrives in a fast-paced workplace. Your primary goal will be to ensure smooth operations within the branch and contribute positively to our client relationships.
Key Responsibilities:
• Coordinate resolution of client inquiries efficiently
• Manage phone and e-mail communications proficiently
• Prepare documentation for various investment transactions
• Conduct regular reviews of pending activity
• Support client and advisor marketing initiatives
Requirements:
• College diploma in a related field
• Minimum of one year relevant experience
• Familiarity with mutual funds and GIC products
• Proficient in Microsoft 365 applications
• CIFC and LLQP certifications
Bring your professional communication skills and strong work ethic to Desjardins' client-focused setting.
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📌 On Site Administrative Assistant At Desjardins Saskatoon (Canada)
🏢 Desjardins
📍 Canada