Position Title : Jr. Service Representative
Duration : 6 months
Working hours : 9-5
Working Location : DT Montreal
Role 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.
Must-Have Skills :
- 1+ years of experience in a clerical role in the office environment
- Previous experience with Microsoft Suite (Office, Teams, Excel)
Nice to have Skills :
- Conversational French would be a plus.
- Banking / insurance / FI industry experience
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.
Interviews :
- 1 round 45 mins with the Hiring Manager
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