Client-Focused Investment Assistant

Location: Trois-Rivières

Become a Client-Focused Investment Assistant at Desjardins, where you provide crucial operational support for advisors. This hands-on role prioritizes client engagement and administrative excellence.

As an Investment Assistant, your responsibility entails tracking client transactions daily and resolving administrative challenges. You'll engage with both clients and team members, ensuring compliance and driving satisfaction. Your leadership and proactive skills will improve operational workflows and member experience significantly.

Key Responsibilities:

• Prepare necessary materials for advisor-client meetings

• Oversee advisor calendars and handle voicemails

• Execute account openings and securities transactions

• Handle client queries and suggest customized solutions

• Assist in generating reports and statistical documents

Requirements:

• Relevant general college diploma

• Minimum of 2 years applicable experience

• French language proficiency is required

Contribute to optimal client satisfaction and operational effectiveness in your role at Desjardins.
#J-18808-Ljbffr