Administrative Assistant, Investments - Saskatoon, Canada - Desjardins

Desjardins

Verified Company

Saskatoon, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

The Administrative Assistant is responsible for supporting the Financial Advisors and working with other branch personnel in the servicing of our current clients and development of new clients.

We are looking for someone with excellent communication skills and an upbeat attitude to fill this position. To be successful, they must be professional and attentive, while being accurate.

The individual is not only responsible to oversee reception in an organized and friendly manner, but is responsible for processing client requests, scheduling meetings, and assisting with the office oversight.

Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one's work.

More specifically, you will be required to:

Greet and assist clients and visitors to the branch
Ensure satisfactory resolution of client inquiries, coordinating responses with other colleagues and departments as necessary
Responsible for the completion of assigned processing by branch cut-off time, specifically for GIC business and non financial changes-
Responsible for scheduling client/advisor appointments
Prepare letters and correspondence using Word and Mail Merge
Coordinate advisors' marketing initiatives with implementation and tracking
Work in conjunction with the Branch Manager and the compliance department to ensure compliance regulations are always followed.

What we offer*- Competitive salary and annual bonus- 3 weeks of flexible vacation starting in the first year- Defined contribution pension plan- Group insurance

What you bring to the table- High School Diploma- A minimum of one year of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Experience in the Financial Service industry- Knowledge of French is required- Expert proficiency in English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients- Intermediate knowledge of Investments products- Intermediate knowledge of the Microsoft Office 365 suite and solid computer skills

Engagement

LI-Hybrid

Trade Union

Non Syndiqué

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 Family

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