Desjardins
Client-Focused Investment Assistant Role
Job Description
Embrace a career as an Investment Assistant specializing in client-focused wealth management. Excel in handling administrative tasks and driving client satisfaction in a team environment.
As part of the wealth management team, your responsibilities will include documenting meetings, managing calendars, and executing securities transactions. You’ll engage closely with clients to address inquiries and ensure their needs are met efficiently. Strong communication skills are crucial to thrive in this supportive role.
Key Responsibilities:
• Prepare necessary documentation for client meetings
• Manage advisor calendars and voicemails efficiently
• Complete securities transactions and account paperwork
• Address queries and research tailored solutions
• Participate in report generation and documentation
Requirements:
• General college diploma in a related field
• At least two years of relevant experience
• Other combinations of qualifications may be accepted
As part of the wealth management team, your responsibilities will include documenting meetings, managing calendars, and executing securities transactions. You’ll engage closely with clients to address inquiries and ensure their needs are met efficiently. Strong communication skills are crucial to thrive in this supportive role.
Key Responsibilities:
• Prepare necessary documentation for client meetings
• Manage advisor calendars and voicemails efficiently
• Complete securities transactions and account paperwork
• Address queries and research tailored solutions
• Participate in report generation and documentation
Requirements:
• General college diploma in a related field
• At least two years of relevant experience
• Other combinations of qualifications may be accepted