Adjoint(e) Gestion de Patrimoine — Clientèle & Opérations 360 (Quebec City)

Adjoint(e) Gestion de Patrimoine — Clientèle & Opérations 360 (Quebec City)

02 Nov
|
Desjardins
|
Quebec City

02 Nov

Desjardins

Quebec City

Desjardins Saguenay–Lac-Saint-Jean–Charlevoix recherche un adjoint en gestion de patrimoine pour soutenir les conseillers et l’équipe, en réalisant les tâches administratives et opérationnelles entourant la gestion de l’offre 360 et des placements.
Vous assurerez le suivi des dossiers des membres et clients, préparerez les documents pour les rencontres, gérerez l’agenda et les échanges entre clients et conseillers, tout en respectant les normes de qualité, risque et conformité.

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📌 Adjoint(e) Gestion de Patrimoine — Clientèle & Opérations 360 (Quebec City)
🏢 Desjardins
📍 Quebec City

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