Jr. Service Representative

Position: Jr. Service Representative - 81222 / 81286
Location: Montreal

Duration: 4 months

Location:

Onsite, 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.

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.

Interviews:

• 1 round - 45 mins with the Hiring Manager

Disclaimer:
AI may be used in evaluating candidates.
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