Desjardins
Administrative Investment Assistant Needed
Job Description
Join the wealth management team as an Administrative Investment Assistant, overseeing operational tasks while ensuring client satisfaction. This role is pivotal in supporting financial advisors and enhancing client experiences.
In this position, you'll play a key role in managing calendars, preparing documentation, and executing securities transactions. Collaborating closely with clients, you'll address inquiries, uphold compliance, and contribute to achieving business growth. Your strong interpersonal skills will serve you well in this collaborative environment.
Key Responsibilities:
• Prepare documentation for meetings with members and clients
• Manage advisor schedules and voicemail communications
• Complete forms and securities transactions as instructed
• Address client inquiries and provide tailored solutions
• Assist in report production and maintain records
Requirements:
• General college diploma in a relevant field
• A minimum of two years of rele...
In this position, you'll play a key role in managing calendars, preparing documentation, and executing securities transactions. Collaborating closely with clients, you'll address inquiries, uphold compliance, and contribute to achieving business growth. Your strong interpersonal skills will serve you well in this collaborative environment.
Key Responsibilities:
• Prepare documentation for meetings with members and clients
• Manage advisor schedules and voicemail communications
• Complete forms and securities transactions as instructed
• Address client inquiries and provide tailored solutions
• Assist in report production and maintain records
Requirements:
• General college diploma in a relevant field
• A minimum of two years of rele...