Financial Operations Associate
1 day ago
Seeking a highly skilled Financial Operations Associate to join our team in Saint John, Canada. The successful candidate will provide exceptional support to clients and employees, ensuring seamless financial operations.
This role is ideal for individuals who possess excellent communication skills, attention to detail, and the ability to work independently. As a Financial Operations Associate, you will be responsible for managing incoming communications, providing administrative support, and completing various tasks to ensure efficient office operations.
Key responsibilities include:
- Managing incoming communications from clients, advisors, and internal/external partners
- Providing attentive and accurate service to clients and responding to their needs
- Completing administrative tasks, including office stationery orders, boardroom scheduling, and supporting the Branch Operations Manager as needed
- Processing incoming and outgoing funds, account opening/maintenance documentation, and other tasks to support Advisor teams
To succeed in this role, you will require:
- Meticulous attention to detail and excellent time management skills
- Exceptional written and verbal communication skills in English
- Strong Microsoft Office skills
- A professional approach to all situations to create a positive working environment
- Ability to complete duties independently, seeking out own answers and solutions
We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock (where applicable). Our team is dynamic, collaborative, progressive, and high-performing, with opportunities for growth and development.
A job that fits your style: Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Followership, Interpersonal Relationships, Office Tools, Problem Management, Self-Service and Virtual Call Centers, Teamwork
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