Become a vital part of Desjardins as a Full time Securities Advisor Assistant, where you support investment advisors through effective 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.

📌 Full Time Securities Advisor Assistant Mont Saint Hilaire (Canada)
🏢 Relevance
📍 Canada