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: • 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.