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Administrative Assistant

3 weeks ago

Montréal, Canada Priority Pay Full time

We are a leading B2B sales company that specializes in Financial Technology. We pride ourselves on delivering exceptional service and solutions to our clients. As part of our commitment to excellence, we are seeking a highly organized and detail-oriented Administrative Assistant to join our team. This role will primarily focus on data entry, underwriting, and data verification for all submitted sales.Job Responsibilities:
Data Entry:

- Accurately and efficiently enter data from various sources into our CRM or other designated systems.
- Review and verify the completeness and accuracy of data before inputting it.
- Ensure timely and systematic entry of data to maintain up-to-date records.

Underwriting Support:

- Assist the underwriting team in analyzing and evaluating submitted sales for accuracy and compliance with established guidelines.
- Conduct research and gather necessary information to complete underwriting processes.
- Collaborate with the underwriting team to ensure all required documentation and data are collected and maintained.

Data Verification:

- Verify the accuracy and authenticity of submitted sales information by cross-referencing against relevant databases and documents.
- Identify and rectify any discrepancies or errors found during the verification process.
- Maintain strict confidentiality and data security protocols while handling sensitive information.

Documentation and Reporting:

- Prepare and maintain reports related to data entry, underwriting, and data verification activities.
- Create and update documentation, including sales records, underwriting guidelines, and standard operating procedures.
- Assist in the preparation of reports and presentations as required.

Communication and Collaboration:

- Coordinate with the sales team and other internal stakeholders to gather necessary information and resolve any data-related issues.
- Communicate effectively with clients, ensuring clarity and professionalism in all interactions.
- Collaborate with other team members to streamline processes and improve efficiency.

**Requirements**:

- Previous experience in a similar administrative or data entry role is preferred.
- Proficient computer skills, including experience with CRM systems, Microsoft Office Suite (particularly Excel), and data entry software.
- Excellent attention to detail and strong organizational skills.
- Ability to manage multiple tasks simultaneously and meet deadlines.
- Strong analytical and problem-solving abilities.
- Excellent verbal and written communication skills.
- High level of integrity and ability to handle confidential information with discretion.
- Strong teamwork and collaboration skills.

This is a full-time position based at our downtown Montreal office. As an Administrative Assistant, you will play a crucial role in maintaining accurate and reliable data for our sales operations. If you are a detail-oriented individual with excellent data entry and underwriting skills, we would love to hear from you. Please submit your resume and a cover letter outlining your relevant experience and qualifications.

**Job Types**: Full-time, Permanent

**Salary**: $18.00-$25.00 per hour

Schedule:

- Day shift
- Monday to Friday

Application question(s):

- Are you available to start working right away?

**Experience**:

- Administrative experience: 3 years (required)

**Language**:

- French (required)
- English (required)

Work Location: In person