Advisor Support For Securities Management (Trois-Rivières)

Advisor Support For Securities Management (Trois-Rivières)

25 Sep
|
Desjardins
|
Trois-Rivières

25 Sep

Desjardins

Trois-Rivières

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 queriesManage advisors' calendars and voicemail communicationsPrepare necessary documentation for meetings effectivelyComplete securities transactions as directed by the advisorsGenerate reports and assist in producing statisticsRequirements:General college diploma in a related areaAt least two years of relevant experienceProficiency in French is mandatoryWilling to consider varying experience combinationsCommitment to customer service and complianceBecome an invaluable resource for Desjardins and enhance your skills.

📌 Advisor Support For Securities Management (Trois-Rivières)
🏢 Desjardins
📍 Trois-Rivières

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