Elevate your career with Desjardins as a full time Licensed Sales Associate and Administrative Assistant. Here, you will excel in supporting clients and advisors with your proactive and organized approach.
As a full time employee, you will play a pivotal role in facilitating communication between advisors and clients while managing essential documentation. The ideal candidate will possess a robust foundation in financial products, including mutual funds, GICs, and insurance. Your attention to detail, professionalism, and enthusiastic attitude are essential for success in this role.
Key Responsibilities:
• Coordinate the timely resolution of client inquiries
• Manage phone and email communications effectively
• Document investment transactions such as purchases and transfers
• Ensure adherence to cut-off times for processing
• Assist with gathering information on insurance policies
Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
• Deep understanding of investment products
• Advanced skills in Microsoft 365 Suite
• Collaborative and action-oriented mindset
Deliver exceptional service while advancing your career in financial services with Desjardins.
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