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

📌 Advisor Support For Securities Management Gatineau
🏢 Desjardins
📍 Gatineau