Senior operational efficiency advisor improving Desjardins business processes and strategic initiatives. Advising stakeholders and leading complex projects across the organization.
About the role
- Securities investment assistant supporting Desjardins advisors with account administration and client transactions. Hybrid, 12-month maternity-leave replacement in Saint-Hyacinthe.
Responsibilities
- Support advisors by performing administrative and operational tasks involved in securities account management
- Track client account transactions daily
- Resolve administrative situations
- Handle daily requests and perform tasks as instructed according to quality standards
- Maintain regular contact with clients, employees, and partners to answer questions, take action, and monitor changes in circumstances
- Support member and client needs, business growth, risk and compliance management, and adherence to current practices and policies
Requirements
- General college diploma in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Highly developed interpersonal skills
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
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