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 and client service assistance, executing transactions, and ensuring compliance with industry regulations. The role involves operational support activities to facilitate daily client account management and contribute to team efficiency.
Required Skills
- Customer Service
- Transaction Processing
- Data Verification
- Account Management
- Microsoft Office
Qualifications
- DEC technique in a relevant field
- At least two years of relevant experience
- Représentant en placement auprès de l’OCRI
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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