Investment Operations & Client Liaison (Securities)

Desjardins

Victoriaville

On-site

CAD 55,000 - 75,000

Full time

2 days ago

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Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness >

Telework equipment reimbursement

Job summary

Desjardins is seeking an investment assistant to support advisors by handling administrative and operational tasks in securities account management. You will track client account transactions daily, respond to inquiries, and proactively anticipate needs while upholding high quality standards and risk/compliance practices.

You will stay in close contact with clients, employees and partners to act on requests and communicate changes.

Qualifications

General college diploma in a related field.
A minimum of two years of relevant experience.
Please note that other combinations of qualifications and relevant experience may be considered.
Knowledge of French is required.

Responsibilities

Prepare the necessary documentation for member and client meetings.
Manage the advisors’ calendars and voicemail.
Complete account openings, forms and securities transactions as directed by the advisor(s).
Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs.
Take part in producing reports and statistics and preparing related documents.