Elevate your career as an Investment Assistant with Desjardins, performing crucial administrative tasks in securities management. This role requires proactive support for advisors and daily client account tracking.
Join Desjardins in a hands-on role as an Investment Assistant where you'll manage securities account operations. Ideal candidates will exhibit strong interpersonal skills and a commitment to client satisfaction while closely engaging with clients and partners. Your proactive nature will help address various administrative tasks, proving essential for business growth and compliance management.
Key Responsibilities:
• Prepare documentation for member and client meetings
• Manage calendars and voicemail for advisors




• Complete account openings and securities transactions
• Handle queries with tailored research solutions
• Assist in producing reports and preparing documents
Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
• Proficiency in French is required
• Action-oriented with robust customer focus
• Commitment to equity, diversity, inclusion
Contribute to client satisfaction and operational excellence as part of Desjardins team.
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📌 Investment Assistant at Desjardins (Amos)
🏢 Desjardins Technology Group
📍 Amos