financial clerk

1 month ago

Waterloo, Canada CENTAUR FUND SERVICES (CANADA) LIMITED Full time
  • Education: Bachelor's degree
  • Experience: 1 year to less than 2 years
  • or equivalent experienceWork setting
  • Financial management/services
  • Business servicesTasks
  • Compile records of deposit, loan and mortgage payments
  • Store, update and retrieve financial data
  • Prepare stocks, bonds and securities listings data
  • Provide clients with information
  • Sort, verify and process financial transactions
  • Maintain financial information and securities listings
  • Verify and balance transactions
  • Calculate service charges and interest payments
  • Compile and maintain insurance data and records
  • Notify customers regarding account discrepancies
  • Provide customer service
  • Process banking transactionsComputer and technology knowledge
  • MS Excel
  • MS Office
  • MS Outlook
  • MS WordArea of specialization
  • Investment fundsWork conditions and physical capabilities
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detailPersonal suitability
  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Organized
  • Team playerScreening questions
  • Are you currently legally able to work in Canada?
  • Do you currently reside in proximity to the advertised location?
  • Do you have previous experience in this field of employment?Health benefits
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
  • Work Term: Temporary
  • Work Language: English
  • Hours: 35 hours per week

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