Investment Service Representative (Bank or Finance, Administration)

Job title:

Investment Service Representative (Bank or Finance, Administration)

Company

Teamrecruiter.com

Job description

One of our major banking clients is looking for an Investment Service Representative (Bank or Finance, Administration)Length: 6 months contract with a huge possibility of extension and conversion to FTELocation: Montreal, QC – OnsiteLOB: InsuranceHours of work: 9am – 5pmPay Rate: $20.75/hrROLE MANDATE:
The candidate will be a part of the Investment Support Group Team under Investment Services to oversee the administrative duties related to the management and record keeping of client communications.ROLE RESPONSIBILITIES INCLUDE (but are not limited to):

• This role will focus on the mailing aspect of record keeping and administration.
• Receive client transfers and mail them out appropriately.
• Manage the return mail volumes as they come in.

o Invalidate the address in the system.
o Store processed items for record keeping.

• Check processing involving reconciling values in the system and then sending them out.
• Ensure that correct documentation is being completed for each task
• Verification of data in reports versus source systems to ensure quality.

MUST-HAVE SKILLS:

• Previous experience with Microsoft Suite.

o Office, Teams, Excel.

• Attention to detail.
• Good organizational and communication skills
• Positive attitude
• Team Player

NICE TO HAVE SKILLS:

• Previous Desk Clerk experience.
• Conversational French would be a plus.

URGENT: Please read the job description above. If this interests you, apply to the job with your most updated resume, including your contact number and email address.The recruiter in charge of this role is Sunita.If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this job description to them and you will be eligible for a referral bonus upon a successful hire.Please note that this is the most up to date version of job description available at this time – During Client Interview you will receive additional information – variance may apply!Please note: Adherence to our end client’s vaccination policy is a requirement.Please visit the TEAMRECRUITER website to review other CAREER OPPORTUNITIES!Teamrecruiter.com IncTeamrecruiter.com is a provider of staffing and recruitment services to Fortune 500 and emerging growth companies across North America. Our consultants and account representatives work internally or externally with our clients assisting them…

Expected salary

$20.75 per hour

Location

Montreal, QC

Job date

Fri, 15 Nov 2024 23:58:35 GMT

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