Desjardins is seeking an investment assistant to support advisors with the administrative and operational tasks involved in securities account management. You will track client account transactions daily, resolve administrative situations, and maintain proactive communication with clients and partners.
You will prepare documents for meetings, manage calendars, handle account openings and transactions, and contribute to reporting efforts while upholding Desjardins' high standards of risk and
📌 Securities Advisor Support Specialist (Pointe-Claire)
🏢 Desjardins
📍 Pointe-Claire
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