Administrative Support
4 weeks ago
Duration: 4 months
Location: On-site (Montreal)
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:
- 1-2 years experience in a similar role
- Experience with Microsoft Suite (Office, Teams, Excel).
- Banking/Financial industry experience
Nice to Have Skills:
- Conversational French would be a plus.
Job Responsibilities:
- 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.
- Invalidate the address in the system.
- 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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