Wealth Management Assistant – Hybrid, Flexible PTO, Benefits

Desjardins Group; Drummondville; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A financial services organization in Drummondville is looking for a Wealth Management assistant to manage client relationships and provide administrative support. Responsibilities include ensuring client satisfaction and promoting products. Candidates must have a minimum of three years of experience and knowledge of French. Competitive salary and benefits offered including flexible vacation and a defined benefit pension plan.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

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

Responsibilities

• Provide administrative assistance in compliance and budget monitoring.
• Supervise deposit of client cheques and resolve operational tasks.
• Help recruit and hire administrative staff.

Skills

Action oriented

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Education

Attestation of Collegial Studies

Mutual fund representative certificate

Job description

A financial services organization in Drummondville is looking for a Wealth Management assistant to manage client relationships and provide administrative support. Responsibilities include ensuring client satisfaction and promoting products. Candidates must have a minimum of three years of experience and knowledge of French. Competitive salary and benefits offered including flexible vacation and a defined benefit pension plan.