Wealth Management Assistant: Client Services & Operations
Job in
Val-d'Or, Québec, Province de Québec, Canada
Listed on 2026-03-12
Listing for:
Desjardins
Full Time
position Listed on 2026-03-12
Job specializations:
-
Administrative/Clerical
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
A major financial services firm is looking for a Wealth Management Assistant to support advisors by managing administrative tasks and client communications. The role demands strong interpersonal skills and knowledge of French. Responsibilities include preparing documents for meetings, managing calendars, and handling information requests to ensure client satisfaction. Candidates should hold a college diploma in a related field and demonstrate action-oriented, effective communication skills.
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