Assistant ou assistante, Gestion de patrimoine
Desjardins(1 month ago)
About this role
A Wealth Management Assistant supports a large team by providing professional administrative services in accordance with firm policies and securities regulations. The role provides operational support for client account administration, document handling, data verification, and contributes to identifying operational risks and process improvements.
Required Skills
- Administrative Support
- Customer Service
- Account Opening
- Document Processing
- Data Verification
- Excel
- Word
- PowerPoint
- French
- Risk Identification
Qualifications
- Diplôme d’études collégiales (DEC technique)
- 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)
Technicien(ne) en gestion documentaire - Alma
AtkinsRéalis(27 days ago)
Technicien(ne) en gestion documentaire
AtkinsRéalis(27 days ago)
Document Production Specialist
Pillsbury Winthrop Shaw Pittman LLP(3 months ago)
Technical Specialist
Pillsbury Winthrop Shaw Pittman LLP(1 month ago)
Senior Software Engineer
Entrust Limited(2 months ago)