Investment Assistant at Desjardins

Join Desjardins as an Investment Assistant, focusing on building client relationships and selling securities products. This role includes both administrative support and client interaction aimed at meeting diverse financial needs.

As an Investment Assistant, you will support client relationship management and help sell a range of securities products. You'll also assist in supervision and recruitment for administrative staff in branches. Effective communication and interpersonal skills are essential for managing operational tasks and ensuring excellent client service.

Key Responsibilities:

• Provide administrative support in compliance and budget monitoring

• Supervise the deposit of client cheques

• Coordinate interest management for new issues

• Assist in recruiting and hiring new administrative staff

• Resolve daily operational issues with support services

Requirements:

• General college diploma in a related field

• Minimum of two years of relevant experience

• Knowledge of French is required

• Excellent interpersonal and customer service skills

• Action-oriented and results-driven

Bring your expertise in client relations and operational support to enhance member satisfaction at Desjardins.