Fulfill a pivotal role as a Securities Assistant at Desjardins, focusing on administrative support for securities account management. Showcase your solid client relationship skills in a rewarding environment.
Your responsibilities will include preparing documentation for meetings, managing advisors' schedules, and executing securities transactions. You'll maintain regular communication with clients while addressing their queries and complying with all regulations. The role emphasizes high-quality standards and results-driven service. Key Responsibilities:
- Track and manage daily transactions for client accounts
- Prepare and organize documentation for client interactions
- Assist in managing advisors' calendars and voicemails
- Execute securities transactions following advisor instructions
- Compile reports and related statistical data Requirements:
- General college diploma in a similar field
- Minimum of two years of related work experience
- French language skills are essential
- Open to various qualifications and experience combinations
- Strong focus on customer satisfaction and compliance regulations Utilize your capabilities to advance Desjardins’ commitment to excellence.
📌 Desjardins Securities Assistant Role (Ville-Marie)
🏢 Desjardins
📍 Ville-Marie
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