Administrative Assistant, DFSI

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

This position is on-site 5 days per week at our DFSI St. Vital Branch location in Winnipeg. We are seeking a dedicated and enthusiastic Administrative Assistant to support our DFSI 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. Strong communication skills are essential. 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. Why You'll Love Working With Us: Growth Opportunities: We invest in your development and provide training to help you succeed, Collaborative Environment: Work alongside experienced professionals in a supportive and friendly atmosphere, Impactful Role: Contribute to the success of our clients and the branch with your skills and dedication, Competitive Benefits: Enjoy a comprehensive benefits package. 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.

#LI-Onsite

What you bring to the table

• College diploma in a related field

• A minimum of one year of office experience within the financial services industry

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

• Expert 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 MS Office

• Available to work Monday through Friday from 8:30am to 4:30pm

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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