Investment Assistant at Desjardins, Montreal West

Support investment advisors effectively as an Investment Assistant at Desjardins. Manage client accounts, prepare documentation, and ensure high-quality service delivery in a professional environment.

This position requires you to assist advisors in securities account management, ensuring smooth operations by tracking transactions and resolving administrative issues. Your proactive attitude and interpersonal skills will facilitate close interactions with clients and colleagues, driving satisfaction and compliance through your comprehensive support.

Key Responsibilities:• Prepare documentation for client and member meetings • Manage calendars and voicemail for advisors • Complete account openings and securities transactions • Research queries and propose tailored solutions • Produce reports and related documentation

Requirements:• General college diploma in a related field • Minimum two years of relevant experience • Knowledge of French is required • Other combinations of qualifications may be considered • Strong interpersonal skills and proactive approach

Bring your expertise in account management and client engagement to support Desjardins' mission. #J-18808-Ljbffr