Administrative Assistant

The work mode arrangement for the position is full-time on site.

We are seeking a dedicated and enthusiastic Administrative Assistant to support our advisors and branch personnel in servicing current clients and developing new ones. This role is ideal for someone with a passion for learning and an interest in the financial industry. The successful candidate will be professional, accurate, and detail oriented. While experience is preferred, we are willing to train the right candidate. If you are eager to learn, contribute, and take pride in your work, we would love to have you on our team. More specifically, you will be required to:

• Greet and assist clients and visitors to the branch

• Receive and direct telephone inquiries

• Ensure satisfactory resolution of client inquiries, coordinating responses with other colleagues and departments as necessary

• Complete assigned processing tasks by branch cut-off time, specifically for GIC business and non-financial changes

• Prepare documentation for investment transactions, specifically for GIC products

• Prepare daily banking deposits for the branch

• Maintain reception, coordinating mail, courier, fax, and email

• Prioritize and organize workflow, maintaining and reviewing documents for accuracy

• Submit and organize invoices

• Order and maintain branch supplies

• Coordinate client contact, such as arranging appointments, mass communications, and recording interactions using (Client Records Management) CRM

• Support overall branch operations and assist other staff and advisors as needed

• Utilize Microsoft Office, including Word and Excel

• Adhere to high service level standards

• Work in conjunction with the compliance department to ensure compliance regulations are followed

What you bring to the table

• College diploma in a related field

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

• Experience in the Financial Services industry is an asset but not required

• Advanced proficiency of English ,both oral and written due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

• Proficient in Microsoft Office

#LI-Onsite 

Trade Union (If applicable)

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

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