Join Desjardins as a full-time Securities Investment Assistant, providing crucial support to advisors through administrative and operational tasks. Manage client accounts and enhance service delivery through effective communication.
This full-time on-site role focuses on maintaining security account management while boosting advisor functionality. You will prepare documentation, manage calendars, and complete necessary transactions as directed. Your well-honed interpersonal skills will allow you to anticipate client needs, resolve issues, and handle diverse inquiries with professionalism.
Key Responsibilities:
• Prepare documentation for meetings with clients and members
• Manage advisors' calendars and voicemail effectively
• Complete account openings and securities transactions
• Address inquiries, conduct research, and propose solutions
• Assist in generating reports and related documents
Requirements:
• General college diploma in a related field
• Mini...