Advisor, Securities
Core
Support advisors in securities account management by handling administrative tasks, tracking transactions, and managing client interactions.
Role type
Investment Assistant (Securities Operations)
Builds
Securities accounts and client service operations for Desjardins
Domain
Financial Services / Securities
Deliverable
client delivery
Required skills
Securities account management, transaction tracking, calendar management, client communication, research, report preparation
Preferred skills
Proactive problem solving, high-quality standards adherence
Technologies
None stated
Responsibilities
Prepare documentation for client meetings, manage advisors' calendars and voicemail, complete account openings and securities transactions, handle client queries and propose solutions, produce reports and statistics
Seniority
Mid-level, hands-on IC
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