Support securities advisors through account management, client service, and daily transaction tracking in a hands-on investment assistant role. Use French and interpersonal skills to address requests effectively.
As an investment assistant, you will complete administrative and operational tasks supporting securities account management. The role involves account openings, forms, transactions, advisor scheduling, and client communication. You will also research queries, propose tailored solutions, and contribute to reports and statistics.
Key Responsibilities:
- Prepare documentation for member and client meetings
- Manage advisors' calendars and voicemail
- Complete account openings, forms, and securities transactions
- Research queries and propose tailored solutions
- Produce reports, statistics, and related documents
Requirements:
- General college diploma in a related field
- Minimum two years of relevant experience
- French language knowledge is required
- Alternative qualification and experience combinations may be considered
- Highly developed interpersonal skills for regular contact
Bring securities administration, client focus, French communication, and results-driven service to support Desjardins advisors and clients.
Securities Investment Assistant in Brossard employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
