Elevate your career as an Investment Assistant at Desjardins, where you will support advisors in securities account management in a collaborative workplace.

Your role includes handling admin tasks, optimizing client interactions, and ensuring quality standards. As a hands-on professional, you will perform administrative functions for securities accounts, engaging closely with clients, advisors, and partners. Your proactive approach will ensure seamless management of daily requests while adapting to member needs. With solid interpersonal skills, you will focus on achieving high client satisfaction and compliance. Key Responsibilities:
Prepare documentation for meetings with clients and members
Manage advisors' calendars and assist with voicemail queries
Complete account forms and securities transactions
Conduct research to propose tailored solutions for clients
Produce reports and prepare related documents Requirements:
College diploma in a related field
Minimum one year of relevant experience
Proficient in French
Solid customer-focused and results-driven attitude
Excellent interpersonal and collaboration skills Bring your administrative talents and client focus to Desjardins and contribute to team success.

📌 Securities Advisor Assistant At Desjardins Amos
🏢 Desjardins
📍 Amos