Wealth Management Assistant — Client Solutions & Branch Ops

Desjardins; Drummondville; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial institution in Canada is seeking a Wealth Management Assistant to enhance client relationships and provide administrative support in various operations. The role requires a minimum of three years of relevant experience and a mutual fund representative certificate. Bilingual candidates with strong interpersonal skills will thrive in this customer-focused position that offers competitive salary and benefits, including a defined benefit pension plan and flexible vacation options.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Qualifications

• Minimum of three years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Provide administrative assistance in compliance and budget monitoring.
• Work with support services to solve operational issues.
• Supervise deposit of client cheques and handle complex tasks.
• Help recruit and hire administrative staff.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

Education

Attestation of Collegial Studies

Mutual fund representative certificate – Autorité des marchés financiers

Job description

A financial institution in Canada is seeking a Wealth Management Assistant to enhance client relationships and provide administrative support in various operations. The role requires a minimum of three years of relevant experience and a mutual fund representative certificate. Bilingual candidates with strong interpersonal skills will thrive in this customer-focused position that offers competitive salary and benefits, including a defined benefit pension plan and flexible vacation options.