Hybrid Investment Assistant - Client Solutions & Securities

Relevance

Sept-Îles

Hybrid

CAD 50,000 - 75,000

Full time

6 days ago
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Benefits offered by this job

Annual bonus
4 weeks vacation
Defined benefit pension
Group insurance
Telemedicine
Health & wellness reimbursement
Telework equipment

Job summary

Desjardins is looking for an investment assistant to support branch operations and client services in a hybrid work setting. You will assist with compliance, budgeting and staff coordination while helping to service member and client relationships across multiple channels.

The role requires a college diploma and a minimum of two years' related experience, along with fluency in French. You will contribute to the sale of securities products and tailored opportunities while upholding Desjardins'

Qualifications

  • Two years of relevant experience.
  • Knowledge of French is required.

Responsibilities

  • Provide administrative assistance in compliance, budget monitoring and management of administrative staff to the manager of a large branch or a group of branches.
  • Work with support services to resolve everyday operational issues in the branch or branches.
  • Supervise the deposit of client cheques and handle complex operational tasks, including coordinating interest management for new issues.
  • Proactively help recruit and hire administrative staff for your branch or branches. Handle logistics when employees start or leave.

Skills

Interpersonal savvy
Customer focus
Drive results
Nimble learning

Education

College diploma in a related field

Job description

Desjardins is looking for an investment assistant to support branch operations and client services in a hybrid work setting. You will assist with compliance, budgeting and staff coordination while helping to service member and client relationships across multiple channels.

The role requires a college diploma and a minimum of two years' related experience, along with fluency in French. You will contribute to the sale of securities products and tailored opportunities while upholding Desjardins'

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