Administrative Assistant, DFSI

Desjardins • Winnipeg, MB

11d • Onsite

About The Position

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.

Requirements

• College diploma in a related field
• A minimum of one year of office experience within the financial services industry
• 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
• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Nimble learning
• Plans and aligns
• Situational adaptability

Nice To Haves

• While experience is preferred, we are willing to train the right candidate.

Responsibilities

• 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

Benefits

• 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
• Competitive salary and quarterly bonus
• 3 weeks of flexible vacation starting in the first year
• Defined contribution pension plan
• Group insurance benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree