Desjardins

Adjoint ou adjointe en gestion de patrimoine

Desjardins(19 hours ago)

HybridFull TimeJunior$37,000 - $48,000Wealth Management
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About this role

An Adjoint in wealth management at Desjardins supports a team of investment advisors by handling client accounts, executing transactions, and providing administrative and customer service support. The role involves ensuring accuracy in transaction management, assisting with financial data analysis, and coordinating administrative tasks within the team.

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Required Skills

  • Word
  • Excel
  • PowerPoint
  • Client Service
  • Transactions
  • Financial Data
  • Administration
  • Regulatory Compliance
  • Customer Support
  • Team Support
Desjardins

About Desjardins

desjardins.com

Découvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.

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