Adjoint ou adjointe en gestion de patrimoine
Desjardins(2 days ago)
About this role
An Administrative Assistant in wealth management supports a financial advisor or team by providing professional client service and handling administrative tasks related to client accounts. The role involves transaction processing, client inquiries, documentation, and operational support within a regulated industry environment.
Required Skills
- Client Service
- Transaction Processing
- Documentation
- Data Verification
- Communication
- Financial Regulations
- Office Software
- Wealth Management
- Account Management
- Customer Support
Qualifications
- DEC Technique in a relevant discipline
- Minimum two years of relevant experience
- Représentant en placement auprès de l'OCR
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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