Securities Advisor Support Specialist

Desjardins; Pointe-Claire; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary & bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

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

You will prepare documents for meetings, manage calendars, handle account openings and transactions, and contribute to reporting efforts while upholding Desjardins' high standards of risk and

Qualifications

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

Responsibilities

• Prepare documentation for member and client meetings.
• Manage advisors’ calendars and voicemail.
• Complete account openings, forms and securities transactions as directed by the advisor(s).
• Handle queries, perform research and propose solutions for member/client needs.
• Prepare reports and statistics and related documents.

Skills

Interpersonal skills

Customer focus

Proactive

Leadership

French language proficiency

Education

General college diploma in related field

Job description

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

You will prepare documents for meetings, manage calendars, handle account openings and transactions, and contribute to reporting efforts while upholding Desjardins' high standards of risk and