Competitive salary; annual bonus available; not sp...
Hybrid
Dec technical diploma in appropriate discipline
Minimum two years of relevant experience
Ocri representative title holder
Desjardins General Insurance is seeking a hybrid Adjoint(e) en gestion de patrimoine to support financial advisors and teams by providing professional client service and managing administrative tasks. The role requires a minimum of two years of relevant experience, a college diploma, and strong software proficiency, particularly in Microsoft Office
Job Summary
The role involves supporting a wealth management advisor or team by providing professional client service and ensuring sound administrative account management.
Responsibilities include executing buy and sell transactions for clients under advisor direction, verifying data for regulatory compliance, and processing various account forms.
The company offers a competitive salary with an annual bonus, four weeks of flexible vacation from the first year, and a defined benefit pension plan.
Matching Summary
Match Score: 85
Desjardins General Insurance is seeking a hybrid Adjoint(e) en gestion de patrimoine to support financial advisors and teams by providing professional client service and managing administrative tasks. The role requires a minimum of two years of relevant experience, a college diploma, and strong software proficiency, particularly in Microsoft Office.
Salary
Competitive salary; Annual bonus available; Not specified base amount