Mailroom Operations Specialist

4 weeks ago


Mississauga, Ontario, Canada Investment Planning Counsel Full time

Mailroom Operations Specialist

Are you an experienced professional in the wealth management sector seeking a harmonious work-life balance while achieving career success? Join our Document Services team as a Mailroom Operations Specialist, where you will be responsible for the efficient sorting and distribution of incoming correspondence, preparing outgoing mail and couriers, managing cheque deposits, overseeing storage solutions, and more.

Key Responsibilities:

  • Manage the processing of incoming mail, couriers, and faxes
  • Receive and sign for deliveries and packages
  • Oversee cheque deposits and document scanning
  • Coordinate activities related to storage and document indexing
  • Assist with imaging and form management tasks

Essential Traits and Competencies:

  • Strong communication abilities
  • Project management skills
  • Ability to build and maintain client relationships
  • Proficiency in utilizing technology to enhance client experiences
  • Critical thinking and sound decision-making skills

Preferred Qualifications:

  • Post-secondary education
  • Client-focused mindset
  • Excellent communication and time management skills
  • Goal-oriented approach

Company Benefits:

  • Leading industry training programs
  • Opportunities for community engagement
  • Comprehensive benefits, pension plans, and corporate discounts
  • Employee recognition initiatives
  • Accessible leadership teams

If you require any accommodations during the selection process, please inform us. Your information will be handled with confidentiality.



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