Become a vital part of Desjardins as a Full-Time Securities Advisor Assistant, where you support investment advisors through efficient account management and client relations.
In this on-site role, you will be intimately involved in administrative and operational tasks for securities account management. Your proactive approach and leadership will be crucial in resolving requests and maintaining high-quality standards. You'll directly engage with clients, ensuring their needs are met while adhering to risk management and compliance policies.
Key Responsibilities:
• Prepare documentation for client meetings
• Manage advisors' calendars and voicemails
• Complete account openings and security transactions
• Research queries and propose tailored solutions
• Produce reports and prepare related documents
Requirements:
• Solid interpersonal and organizational skills
• Experience in client-facing roles
• Ability to manage multiple tasks efficiently
• Proactive mindset in problem-solving
• Commitment to quality standards in service delivery
Bring your administrative expertise and client focus to enhance Desjardins' investment services and client satisfaction.
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