Advisor, Securities supporting account management tasks within securities at Desjardins. Collaborating closely with clients and partners to ensure satisfaction and compliance standards.
Responsibilities
Supporting the advisors by performing all the administrative and operational tasks involved in securities account management
Tracking client account transactions on a daily basis and resolving various administrative situations
Preparing the necessary documentation for member and client meetings
Managing the advisors’ calendars and voicemail
Completing account openings, forms and securities transactions as directed by the advisor(s)
Handling certain queries, performing the necessary research and proposing solutions tailored to member and client needs
Taking part in producing reports and statistics and preparing related documents
Requirements
College diploma in a related field
A minimum of one year of relevant experience
Knowledge of French is required
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
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