Desjardins
The Assistant(e), Gestion de patrimoine plays a key role within a dynamic team of placement professionals, ensuring smooth administrative and operational activities while delivering a distinctive client experience. This on-site, full-time position requires strong organizational skills, attention to detail, and a client-focused approach to support financial advisors and maintain high standards of quality and compliance. The role involves managing client account documentation, coordinating information flow, and contributing to process improvement and risk identification.
Découvrez des produits et services financiers adaptés à vos besoins. Cartes de crédit, prêts, hypothèque, assurances, épargne et placements.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Desjardins.
Desjardins didn’t post a salary, so this is our estimate from similar listings.
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