Investment Operations & Client Services Associate

Desjardins; Saint-Hyacinthe; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telework equipment

Job summary

Desjardins is seeking an investment assistant to support advisors with administrative and operational tasks in securities account management. You will track client account transactions daily, resolve administrative situations, and maintain proactive communication with clients, employees, and partners to ensure satisfaction and compliance.

You will prepare documentation for meetings, manage calendars and voicemails, complete account openings and transactions, address queries with research-driven

Qualifications

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

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.

Skills

French

Education

College diploma

Job description

Desjardins is seeking an investment assistant to support advisors with administrative and operational tasks in securities account management. You will track client account transactions daily, resolve administrative situations, and maintain proactive communication with clients, employees, and partners to ensure satisfaction and compliance.

You will prepare documentation for meetings, manage calendars and voicemails, complete account openings and transactions, address queries with research-driven