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.
NV-04As an office work and operations agent, you provide administrative and operational support to the organization. You strive to maximize operational productivity.
This may include working in one or more sub-specialties, such as data entry, data processing, and verification of database data integrity.
You perform administrative and follow-up tasks to support your unit’s day-to-day operations and help it meet 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 information and solve simple, everyday issues, tailoring your approach as needed. You respond to administrative and operational questions.
More specifically, you will handle various administrative responsibilities to support managers and advisors at Desjardins Private Wealth Management.
You will perform administrative activities in accordance with professionals’ detailed instructions, help maintain business relationships with members and clients, and carry out sales support activities.
You will work at Private Wealth Management and support the team. Your duties will include taking charge of client appointments (scheduling), completing system transactions (fund transfers) and managing client files in the system.
Organize and follow up on calls and correspondence for the team.
up on internal and external client requests, etc.).
Other working conditions
Please note that other combinations of qualifications and relevant experience may be considered
Independent speaker, intermediate knowledge of English , Proficient speaker, complete proficiency in French
Desjardins Cross-sector skills
Accountability, Collaborates, Customer Focus, Innovation
Key competencies for the job
Communicates effectively, Drive results, Interpersonal Savvy, Situational adaptability