Client Financial Services Agent supporting Desjardins members with investment, financing, and protection products. Assisting advisors, resolving client requests, and supporting sales development.
About the role
- Finance and accounting agent supporting Desjardins’ cooperative financial services in Montréal. Managing accounts, reports, audits, budgets, accounting data and administrative processes.
Responsibilities
- Carry out the unit’s operational and administrative processes
- Analyze, produce and revise reports and statistics
- Carry out administrative, operational and quality control measures, following up as needed
- Perform data entry, extraction, processing, compilation and coding for the team
- Provide information about policies, programs and processes in the field
- Prepare and revise presentations and related documents
- Manage financial accounts in accordance with organizational objectives
- Produce reports and perform audits, inspections and financial simulations
- Help plan and review budget processes
- Manage and control accounting systems by gathering, processing and recording financial data
- Participate in financial engineering, product and service pricing, financial market transactions and tax law analysis
- Process and analyze information, solve problems and prepare recommendations
- Help users operate tools and systems effectively
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
- Drive results
- Situational adaptability
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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Not specified
Degree requirement
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