Securities Operations Assistant Role
Desjardins • victoriaville, Canada
Role Description
Join Desjardins as a Securities Operations Assistant, where you will play a crucial role in supporting investment advisors. Manage client transactions and administrative tasks to optimize service delivery.
As an essential part of the advisory team, you will handle all aspects of securities account management, keeping track of client transactions and solving administrative challenges as they arise. Your ability to communicate effectively with clients and staff will be key to fostering trust and satisfaction in service delivery.
Key Responsibilities:
• Prepare necessary documentation for client meetings
• Oversee advisors' calendars and voicemail management
• Process account openings and securities transactions
• Address client queries and deliver researched solutions
• Assist in generating reports and preparing documents
Requirements:
• General college diploma in a related field
• At least two years of relevant experience
• Fluent in French
• Alternat...
As an essential part of the advisory team, you will handle all aspects of securities account management, keeping track of client transactions and solving administrative challenges as they arise. Your ability to communicate effectively with clients and staff will be key to fostering trust and satisfaction in service delivery.
Key Responsibilities:
• Prepare necessary documentation for client meetings
• Oversee advisors' calendars and voicemail management
• Process account openings and securities transactions
• Address client queries and deliver researched solutions
• Assist in generating reports and preparing documents
Requirements:
• General college diploma in a related field
• At least two years of relevant experience
• Fluent in French
• Alternat...