Hybrid Securities Support Specialist — Client Impact

Desjardins Group; Salaberry-de-Valleyfield; On-site; CAD 45,000 - 60,000; Full time

Job summary

A financial services company in Montérégie is seeking an experienced Investment Assistant to support advisors and manage client accounts. You will handle administrative tasks, ensure client satisfaction, and contribute to business growth. The ideal candidate has a general college diploma, minimum two years' experience, and is bilingual in French. This role offers competitive salary, benefits, and a hybrid work model.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Prepare necessary documentation for meetings.
• Manage advisors’ calendars and voicemail.
• Complete account openings and securities transactions.
• Handle queries and propose tailored solutions.
• Produce reports and prepare related documents.

Skills

Customer Focus

Drive results

Interpersonal Savvy

Education

General college diploma in a related field

Job description

A financial services company in Montérégie is seeking an experienced Investment Assistant to support advisors and manage client accounts. You will handle administrative tasks, ensure client satisfaction, and contribute to business growth. The ideal candidate has a general college diploma, minimum two years' experience, and is bilingual in French. This role offers competitive salary, benefits, and a hybrid work model.