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 we offer*

Competitive salary and quarterly bonus

3 weeks of flexible vacation starting in the first year

Defined contribution pension plan

Group insurance benefits

* Benefits apply based on eligibility criteria.

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 OfficeAction oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Plans and aligns, Situational adaptability

#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!

Job FamilyAdministration (FG)

Unposting Date2025-05-16

R2506857