On-Site Administrative Assistant

Position: On-Site Administrative Assistant at Desjardins
Exciting opportunity at Desjardins for a full-time Administrative Assistant/Licensed Sales Associate. Champion client service and support advisors in day-to-day operations.

As a key player in our team, you will assist advisors and branch personnel with existing clients while driving new business. We seek a detail-oriented, multi-tasker who communicates effectively and thrives in a fast-paced environment. Your primary goal will be to ensure smooth operations within the branch and contribute positively to our client relationships.

Key Responsibilities:

• Coordinate resolution of client inquiries efficiently

• Manage phone and e-mail communications proficiently

• Prepare documentation for various investment transactions

• Conduct regular reviews of pending activity

• Support client and advisor marketing initiatives

Requirements:

• College diploma in a related field

• Minimum of one year relevant experience

• Familiarity with mutual funds and GIC products

• Proficient in Microsoft 365 applications

• CIFC and LLQP certifications

Bring your professional communication skills and strong work ethic to Desjardins' client-focused environment.
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