Advisor Support for Securities Management (Quebec City)

Advisor Support for Securities Management (Quebec City)

16 Sep
|
Desjardins
|
Quebec City

16 Sep

Desjardins

Quebec City

Join Desjardins as an Advisor Support qualified focused on Securities Management. Your administrative expertise will enhance client satisfaction and advisor efficiency in this dynamic role.

As an investment assistant, you will be responsible for essential operational tasks such as managing schedules, handling transactions, and preparing key documentation. Interpersonal communication is crucial as you interact with clients and advisors to ensure their needs are met promptly and accurately. This role requires proactive problem-solving and adherence to high-quality standards.

Key Responsibilities:
• Handle daily client account transactions and administrative queries
• Manage advisors’ calendars and voicemail communications




• Prepare necessary documentation for meetings effectively
• Complete securities transactions as directed by the advisors
• Generate reports and assist in producing statistics

Requirements:
• General college diploma in a related area
• At least two years of relevant experience
• Proficiency in French is mandatory
• Willing to consider varying experience combinations
• Commitment to customer service and compliance

Become an invaluable resource for Desjardins and enhance your skills.
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📌 Advisor Support for Securities Management (Quebec City)
🏢 Desjardins
📍 Quebec City

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