Securities Advisory Support Specialist

Desjardins; Mont-Saint-Hilaire; On-site; CAD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive salary

4 weeks vacation

Defined benefit pension

Group insurance incl. telemedicine

Telework equipment reimbursement

Wellness expenses reimbursement

Job summary

Desjardins in Canada is seeking an investment assistant to support advisors with all administrative and operational tasks involved in securities account management. You will track client account transactions daily and resolve various administrative situations while maintaining high quality standards.

This on-site, full-time position requires a college diploma, at least one year of relevant experience and fluent French; you will manage calendars, prepare meeting documents, complete account

Qualifications

• General college diploma in a related field.
• A minimum of one year of relevant experience.
• 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.

Skills

Action oriented

Customer focus

Drive results

Interpersonal savvy

Nimble learning

Differences

Education

General college diploma in a related field

Job description

Desjardins in Canada is seeking an investment assistant to support advisors with all administrative and operational tasks involved in securities account management. You will track client account transactions daily and resolve various administrative situations while maintaining high quality standards.

This on-site, full-time position requires a college diploma, at least one year of relevant experience and fluent French; you will manage calendars, prepare meeting documents, complete account