Wealth Management Assistant - Hybrid Role
D
Desjardins
📍 la sarre, abitibi témiscamingue, Canada
Job Description
Support clients and advisors as a Wealth Management Assistant in a hybrid role. Ensure exceptional service through proactive communication and strong administrative skills.
In this position, you will support a team of advisors by managing administrative tasks and coordinating communications. Your leadership and interpersonal skills are vital for resolving client requests while maintaining high-quality standards. Proactively monitoring client situations and providing tailored solutions will be key to your success.
Key Responsibilities:
• Prepare documentation for client meetings
• Manage advisors' calendars and voicemail efficiently
• Open accounts and complete necessary forms
• Handle information requests and propose solutions
• Assist in producing reports and preparing documents
Requirements:
• College diploma in a related field
• Knowledge of French required
• Action-oriented with strong communicat...
In this position, you will support a team of advisors by managing administrative tasks and coordinating communications. Your leadership and interpersonal skills are vital for resolving client requests while maintaining high-quality standards. Proactively monitoring client situations and providing tailored solutions will be key to your success.
Key Responsibilities:
• Prepare documentation for client meetings
• Manage advisors' calendars and voicemail efficiently
• Open accounts and complete necessary forms
• Handle information requests and propose solutions
• Assist in producing reports and preparing documents
Requirements:
• College diploma in a related field
• Knowledge of French required
• Action-oriented with strong communicat...