Assistant ou assistante, Gestion de patrimoine
Desjardins(28 days ago)
About this role
As a Wealth Management Assistant, you support a large team by delivering professional administrative services in accordance with firm policies and securities industry regulations. The role provides operational support for team activities, including document handling, account follow-ups and client communications. You also participate in identifying operational risks and suggesting process improvements.
Required Skills
- Administrative Support
- Client Service
- Account Maintenance
- Data Verification
- Document Processing
- Microsoft Excel
- Microsoft Word
- PowerPoint
- French
Qualifications
- DEC (Technical College Diploma)
- 1+ Year Relevant 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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