Mutual Funds Sales Assistant

The Mutual Funds Sales Assistant is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients.  We are looking for a master's multi-tasker with excellent communication skills and an upbeat attitude to fill this position.  To be successful, the Sales Assistant must be professional and attentive, while also being accurate. They should be prepared and responsive, willing to meet each challenge directly.  The Sales Assistant must be comfortable with mutual funds, segregated fund, GIC, and insurance products, confident with computers, and excel at both verbal and written communication.  Most importantly, somebody who is willing to go the extra mile for the company and the client; taking pride in one’s work. More specifically, you will be required to:

• Answer and respond to phone calls and e-mail communications

• Ensure satisfactory resolution of client inquires, coordinating responses with other departments as necessary

• Prepare documentation for transactions such as Purchase, Redemption, Switch, and Transfers for mutual fund, segregated fund, and GIC products 

• Be responsible for the completion of mutual fund, segregated Fund, and GIC processing by branch cut-off time

• Conduct a regular review of pending activity and outstanding business and escalate as required

• Prioritize and organization of workflow.  Maintain and review documents prepared for accuracy

• Maintain the Client Management Database

• Support advisors’ marketing initiatives with implementation and tracking as needed

• Adhere to a high service level standard

• Work in conjunction with compliance department to ensure compliance regulations are followed.

What we offer*

• Competitive salary and annual bonus

• 4 weeks of flexible vacation starting in the first year

• Defined benefit pension plan that provides predictable, stable income throughout retirement

• Group insurance including telemedicine

• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• College diploma in a related field

• A minimum of one year of relevant experience

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

• Experience within the mutual fund service industry

• Mutual finds Licensed

• Proficiency with Microsoft Office & Teams

• Knowledge of Investments products

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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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