Elevate your career as an Investment Assistant with Desjardins, where you'll actively support advisors in securities account management. Handle client transactions and ensure satisfaction in a hybrid work model. This role involves close collaboration with advisors, managing schedules, and efficiently processing client requests.

You will be crucial in preparing meeting documentation and resolving administrative issues, all while adhering to Desjardins' high-quality standards. Your proactive approach and interpersonal skills will ensure clients receive tailored solutions to their financial needs. Key Responsibilities:
Prepare documentation for client and member meetings
Manage advisors' calendars and voicemail tasks
Process account openings and securities transactions
Address client queries with researched solutions
Contribute to reports and prepare related documents Requirements:
College diploma in a related field
Minimum one year relevant work experience
Knowledge of French is required
Action oriented with robust customer focus
Interpersonal savvy and drive for results Bring your skills in client relations and administration to drive success at Desjardins.

📌 Investment Assistant At Desjardins Montreal
🏢 Desjardins Group
📍 Montreal