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 setting.
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
Solid focus on customer satisfaction and compliance regulations Utilize your capabilities to advance Desjardins’ commitment to excellence.
📌 Desjardins Securities Assistant Role Ville Marie (Ville-Marie)
🏢 Desjardins
📍 Ville-Marie
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