Agent, Product Administration - Montréal, Canada - Desjardins

Desjardins

Verified Company

Montréal, 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-05

As a product administration agent, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts.

You perform administrative, office and other tasks and processes to help your unit achieve operational objectives and carry out initiatives in accordance with the detailed directives in place.

The ability to drive results is therefore essential.

You help process and analyze information related to your line of work, solve problems and prepare recommendations, tailoring your approach as needed.

You help users use tools and systems effectively.

General Information on the Position

Main responsibilities- Prepare the necessary documentation for member and client meetings Complete account openings, forms and securities transactions as directed by the advisor(s)- Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs- Take part in producing reports and statistics and preparing related documents.

Other working conditions- Workplace: Position located in Québec or Montreal, depending on the applicant selected. The work arrangement for the position is hybrid work- Number of jobs available : 1

Qualifications:

College diploma in a related field
A minimum of 1 year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered.- For vacant positions available in Quebec, please note that knowledge of French is required.

Specific knowledge

Independent speaker, upper intermediate knowledge of 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.

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

1170, rue Peel Montréal

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.