Service Assistant
3 weeks ago
Service Assistant
We are a financial planning practice looking to add a full time servicing assistant to our team.
**Job Description**:
- Open accounts, process trades and follow-up on transfers
- Process incoming client requests for withdrawals, deposits, contribution setups, ect.
- Update CRM and keep client information accurate
- Work in a professional and confidential manner as we handle personal financial assets
- Assist with client retention and business development
- Hybrid role : 3 days in office, 2 days from home
Key Qualifications:
- Energetic and enthusiastic
- Excellent customer service and communication skills
- Excellent level of spoken and written English (French an asset)
- Ability to manage deadlines and follow-up
- Knowledge of Salesforce and ActionPro an asset
- Financial service experience an asset
If you are a motivated individual with excellent organizational skills and a passion for providing exceptional customer service, we want to hear from you Join our team as a Service Assistant and contribute to our mission of delivering high-quality service to our customers.
**Salary**: $40,000.00-$55,000.00 per year
**Benefits**:
- Company events
- Dental care
- Disability insurance
- Flexible schedule
- Life insurance
- On-site gym
- On-site parking
- Paid time off
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus pay
- Overtime pay
**Education**:
- DCS / DEC (preferred)
**Experience**:
- Administrative: 1 year (preferred)
Work Location: Hybrid remote in Dorval, QC H9P 2N4
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