Job Description
Elevate your career as a Securities Advisor at Desjardins, where you will support advisors with account management tasks and ensure client satisfaction in a collaborative environment.
In this role, you are the key administrative support for advisors, overseeing securities account management and client interactions. Your proactive mindset and leadership will enhance the quality of service and compliance with company policies. Effective communication is essential for answering client queries and adapting to their changing needs.
Key Responsibilities:
• Prepare documentation for member and client meetings
• Manage advisors' calendars and voicemail effectively
• Complete account openings and securities transactions
• Research queries and provide tailored solutions
• Produce reports and prepare related documents
Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
•...
In this role, you are the key administrative support for advisors, overseeing securities account management and client interactions. Your proactive mindset and leadership will enhance the quality of service and compliance with company policies. Effective communication is essential for answering client queries and adapting to their changing needs.
Key Responsibilities:
• Prepare documentation for member and client meetings
• Manage advisors' calendars and voicemail effectively
• Complete account openings and securities transactions
• Research queries and provide tailored solutions
• Produce reports and prepare related documents
Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
•...