Securities Advisory Assistant — Client-Driven Operations

Desjardins; Val-d'Or; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking an investment assistant to support advisors by handling administrative tasks involved in securities account management in Canada. You will monitor client transactions daily, anticipate needs, and stay in close contact with clients, colleagues, and partners to address questions and changes in circumstances.

You will prepare meeting documentation, manage calendars, complete openings and forms, and assist with research and reporting to help ensure client satisfaction and

Qualifications

• College diploma in a related field.
• A minimum of one year of relevant experience.
• 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 tailored to member and client needs.
• Produce reports and statistics and prepare related documents.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

Drive results

Education

College diploma in a related field

Job description

Desjardins is seeking an investment assistant to support advisors by handling administrative tasks involved in securities account management in Canada. You will monitor client transactions daily, anticipate needs, and stay in close contact with clients, colleagues, and partners to address questions and changes in circumstances.

You will prepare meeting documentation, manage calendars, complete openings and forms, and assist with research and reporting to help ensure client satisfaction and