Address
Form of workAt 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 Level
The Administrative Assistant is responsible for supporting the Financial Advisors and working with other branch personnel in the servicing of our current clients and development of new clients. We are looking for someone with excellent communication skills and an upbeat attitude to fill this position. To be successful, they must be professional and attentive, while being accurate. The individual is not only responsible to oversee reception in an organized and friendly manner, but is responsible for processing client requests, scheduling meetings, and assisting with the office oversight. Most importantly, somebody who is willing to go the extra mile for the company and the client; taking pride in one’s work.General Information on the Position
Main responsibilities
- Greet and assist clients and visitors to the branch.
- Receive and direct telephone inquiries
- Maintain Reception, coordinating mail, courier, fax, and email
- Responsible for scheduling client/advisor appointments
- Ensure satisfactory resolution of client inquiries, coordinating responses with other colleagues and departments as necessary.
- Responsible for the completion of assigned processing by branch cut-off time, specifically for GIC business and non financial changes.
- Prepare letters and correspondence using Word and Mail Merge
- Prepare daily banking deposit for the branch
- Order and maintain branch supplies
- Maintain filing system
- Support overall branch operations and support other staff and advisors when required
- Coordinate advisors’ marketing initiatives with implementation and tracking
- Adhere to a high branch service level
- Work in conjunction with the Branch Manager and the compliance department to ensure compliance regulations are always followed.
Other working conditions
- The work arrangement for the position is full-time on-site work #LI-Onsite
- Number of jobs available : 1
Qualifications
- High school diploma
- A minimum of one year of relevant experience
- Experience in the Financial Service industry
Please note that other combinations of qualifications and relevant experience may be considered.
Specific knowledge
- Very good knowledge of Investments products
- Very good knowledge of the Microsoft Office 365 suite and solid computer skills
- Complete proficiency in English
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Engagement, Nimble learningKey competencies for the job
Work Location
Unit 1, 1510 St Mary's Rd, WinnipegTrade Union
Non SyndiquéUnposting Date
2023-12-31Job Family
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.
