Adjoint ou adjointe en gestion de patrimoine
Desjardins(18 days ago)
About this role
An Adjunct in wealth management supports financial advisors and teams by providing administrative assistance, customer service, and operational support related to client accounts and transactions. The role involves handling client inquiries, processing transactions, and contributing to operational improvements within a banking or financial services environment.
Required Skills
- Customer Service
- Account Management
- Transaction Processing
- Financial Transactions
- Data Verification
- Microsoft Office
- Client Support
- Administrative Support
Qualifications
- DEC technique in a relevant discipline
- Représentant en placement
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
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