Job Description
Become a vital part of Desjardins as a Securities Account Support Specialist in a 12-month temporary position. Your role involves assisting advisors with operational tasks and enhancing client engagement.
In this position, you will perform key administrative and operational tasks for effective securities account management. Responsibilities include managing advisors' schedules, preparing meeting documents, and resolving client queries. Your customer-oriented approach will be essential as you proactively support advisor functions.
Key Responsibilities:
• Monitor client transactions and manage administrative resolutions
• Prepare necessary materials for meetings with members and clients
• Handle calendars and voicemails for financial advisors
• Execute paperwork for account openings and transactions
• Engage with clients to provide tailored solutions and support
Requirements:
• College diploma in a related field
In this position, you will perform key administrative and operational tasks for effective securities account management. Responsibilities include managing advisors' schedules, preparing meeting documents, and resolving client queries. Your customer-oriented approach will be essential as you proactively support advisor functions.
Key Responsibilities:
• Monitor client transactions and manage administrative resolutions
• Prepare necessary materials for meetings with members and clients
• Handle calendars and voicemails for financial advisors
• Execute paperwork for account openings and transactions
• Engage with clients to provide tailored solutions and support
Requirements:
• College diploma in a related field