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

Interest in the financial industry
Other combinations of qualifications and relevant experience may be considered

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