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.