Take on an essential role in investment services as an Administrative Advisor Support at Desjardins. This position focuses on managing securities accounts and enhancing client services through effective communication.
As an Administrative Advisor Support, you will be integral in handling operational tasks for advisors. Your responsibilities will include managing communications, preparing necessary documentation, and facilitating client transactions while ensuring exceptional service standards. A proactive mindset and strong interpersonal skills are key in this role.
Key Responsibilities:
• Prepare documentation for meetings with members and clients
• Oversee calendar and voicemail management for advisors
• Complete account set-ups and securities transaction forms
• Research and tailor solutions for client queries
• Assist in creating reports and prepared documents
Requirements:
• General college diploma in related discipline
• At least two years of relevan...