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 in office 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:
- Strong 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.