Administrative Assistant - Aurora, Canada - Desjardins

Desjardins

Verified Company

Aurora, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-04

As an administrative assistant, you help carry out administrative activities for your sector.

You provide administrative support to the financial support team in the unit and for the employees. You help with follow up and coordination of service to end clients.

You draw on your ability to communicate effectively and tailor your approach as needed to carry out your tasks.

General Information on the Position

Main responsibilities Ensure satisfactory resolution of client inquires, coordinating responses with other departments as necessary- Prepare documentation for transactions such as Purchase, Redemption, Switch, and Transfers for mutual fund, segregated fund, and GIC products- Responsible for the completion of mutual fund, segregated Fund, and GIC processing by branch cut-off time- Conduct a regular review of pending activity and outstanding business and escalate as required- Prioritize and organization of workflow.

Maintain and review documents prepared for accuracy- Maintenance of Client Management Database- Support advisors' marketing initiatives with implementation and tracking as needed- Adhere to a high service level standard- Work in conjunction with compliance department to ensure compliance regulations are followed.

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Temporary work : scheduled to end on January 31, 2024- Number of jobs available : 1

Qualifications:

College diploma in a related field
A minimum of three years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Specific knowledge- Very good knowledge of the Microsoft Office 365 suite- Solid computer knowledge

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Plans and aligns, Situational adaptability

Work Location

333 First Commerce Dr. Aurora

Trade Union

Non Syndiqué

Unposting Date

Job Family

Administration (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.