Administrative Assistant, Licenced Sales Associate

Role Overview  The work mode arrangement for the position is full‑time on site. The Administrative Assistant/Licensed Sales Associate is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients. The position requires a master multi‑tasker with excellent communication skills and an upbeat attitude. Candidates must be professional, attentive, accurate, responsive, and comfortable with mutual fund, segregated fund, GIC, and insurance products.

They should be confident with computers and excel at both verbal and written communication and be willing to go the extra mile for the company and the client.
Responsibilities   Ensure satisfactory resolution of client inquiries, coordinating responses with other departments as necessary.
Answer and respond to phone calls and e‑mail communications.
Prepare documentation for investment transactions such as Purchase, Redemption, Switch, and Transfers for mutual fund, segregated fund, and GIC products.
Complete mutual fund, segregated fund, and GIC processing by branch cut‑off time.
Provide new business support for insurance, including Life, DI, and CI.
Obtain in‑force insurance policy information and statements as needed by advisors and clients.
Conduct a regular review of pending activity and outstanding business and escape as required.
Attend regular meetings with advisors and review client records for client meeting preparation.
Coordinate contact with clients, such as arranging appointments, mass communications, and recording using CRM.
Prioritize and organize workflow.
Maintain and review documents for accuracy.
Maintain Client Records Management (CRM).
Support advisors’ marketing initiatives, implement and track as needed.
Adhere to a high service level standard.
Work in conjunction with the compliance department to ensure compliance regulations are followed.
Qualifications   College diploma in a related field.
A minimum of one year of relevant experience (other combinations of qualifications and experience may be considered; beginner experience in the financial services industry, CIFC and LLQP).
Advanced knowledge of investment products.
Advanced knowledge of Microsoft 365 (Word, Excel, PowerPoint).
Action oriented, collaborative, communicative, customer‑focused, nimble learner, plans and aligns, situational adaptable.
Benefits   Competitive salary and quarterly bonus.
Three weeks of flexible vacation starting in the first year.
Defined contribution pension plan.
Group insurance benefits (benefits apply based on eligibility criteria).
Equity, Diversity, Inclusion and Accessibility  We believe in equity, diversity, inclusion and accessibility. At Desjardins we are committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. If there is anything we can do to help make the recruitment process or the job you are applying for more accessible, let us know.

We can provide accommodations at any stage in the recruitment process. Just ask!

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