Assistant ou assistante en gestion de patrimoine
Desjardins(26 days ago)
About this role
A Wealth Management Assistant provides administrative and operational support to a private wealth team, ensuring work aligns with firm policies and securities industry regulations. The role helps maintain client account documentation, communications, and quality control to support team efficiency.
Required Skills
- Client Service
- Account Administration
- Account Opening
- Document Processing
- Data Verification
- Microsoft Word
- Microsoft Excel
- PowerPoint
- French Language
- Risk Identification
Qualifications
- DEC (Technical College Diploma)
- 1+ Year Experience
About Desjardins
desjardins.comDécouvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
View more jobs at Desjardins →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Desjardins
Conseiller ou conseillère, Actuariat, Projets opérationnels
Desjardins(4 days ago)
Conseiller principal ou conseillère principale, Conformité juridique et réglementaire appliquée au marketing
Desjardins(4 days ago)
Agent ou agente, Services financiers
Desjardins(4 days ago)
Analyste en conformité
Desjardins(4 days ago)
Similar Jobs
Assistante administrative ou assistant administratif
Raymond Chabot Grant Thornton(1 month ago)
Assistante ou assistant - Redressement insolvabilité
Raymond Chabot Grant Thornton(3 months ago)
Assistante ou assistant - Redressement et insolvabilité
Raymond Chabot Grant Thornton(1 month ago)
Stagiaire - Assistant de gestion
Rothschild &(13 days ago)
Commis en analyse de risques
Promutuel Assurance(2 months ago)
Private Client Advisor Associate
Commerce Bank(1 month ago)