Elevate your career as an Investment Assistant with Desjardins, where you'll actively support advisors in securities account management. Handle client transactions and ensure satisfaction in a hybrid work model.This role involves close collaboration with advisors, managing schedules, and efficiently processing client requests. You will be crucial in preparing meeting documentation and resolving administrative issues, all while adhering to Desjardins' high-quality standards. Your proactive approach and interpersonal skills will ensure clients receive tailored solutions to their financial needs.Key Responsibilities:Prepare documentation for client and member meetingsManage advisors' calendars and voicemail tasksProcess account openings and securities transactionsAddress client queries with researched solutionsContribute to reports and prepare related documentsRequirements:College diploma in a related fieldMinimum one year relevant work experienceKnowledge of French is requiredAction oriented with solid customer focusInterpersonal savvy and drive for resultsBring your skills in client relations and administration to drive success at Desjardins.

📌 Investment Assistant At Desjardins (Montreal)
🏢 Desjardins
📍 Montreal