Assistant ou assistante, Gestion de patrimoine
Desjardins(1 month ago)
About this role
An Assistant in Wealth Management who supports a large advisory team by providing professional administrative services in line with firm policies and securities industry standards. The role contributes to client service quality, operational effectiveness and adherence to regulatory requirements within the wealth management function. The position is part of a member and client services environment and participates in continuous improvement and risk-awareness activities.
Required Skills
- Administrative Support
- Customer Service
- Account Management
- Data Verification
- Document Preparation
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Risk Identification
- French
Qualifications
- DEC (Technical College Diploma)
- 1 Year Experience
- French Proficiency
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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