Job Description
Excel in a client-centric role as a Wealth Management Assistant, enhancing quality service through effective operations. Your proactivity and strong communication skills will be essential in supporting advisory teams.
As a Wealth Management Assistant, you will play a vital role in supporting advisors with both administrative and operational tasks. Your expertise in client communication, calendar management, and documentation will ensure a seamless experience for clients and members. You will actively contribute to member satisfaction and business success through your proactive approach.
Key Responsibilities:
• Prepare necessary meeting documentation for clients
• Organize advisors' calendars and voicemail systems
• Open accounts and handle related paperwork
• Research client inquiries to provide tailored solutions
• Compile reports and relevant statistics
Requirements:
• College diploma in a relevant field
• Proficiency in French is required
Bring your ...
As a Wealth Management Assistant, you will play a vital role in supporting advisors with both administrative and operational tasks. Your expertise in client communication, calendar management, and documentation will ensure a seamless experience for clients and members. You will actively contribute to member satisfaction and business success through your proactive approach.
Key Responsibilities:
• Prepare necessary meeting documentation for clients
• Organize advisors' calendars and voicemail systems
• Open accounts and handle related paperwork
• Research client inquiries to provide tailored solutions
• Compile reports and relevant statistics
Requirements:
• College diploma in a relevant field
• Proficiency in French is required
Bring your ...
Ready to Apply?
Take the next step in your AI career. Submit your application to Desjardins today.
Submit Application