Supervisor managing financial operations and payment recovery for a healthcare financial solutions provider. Ensuring accuracy, timely reporting, and effective team leadership in diverse operational contexts.
About the role
- Financial Services Associate providing administrative support to high value clients in Canada. Partnering with Financial Advisors to enhance client relations and ensure financial success.
Responsibilities
- Help high value clients secure their futures
- Provide client support to seek business growth opportunities
- Create strong working relationships
- Work flexible hours including evenings and weekends
Requirements
- Partner with Financial Advisors
- Provide administrative and client support
- Knowledge of cash management, credit, investment, and wealth protection
- Organizational skills for preparing client files
- Flexibility to work at multiple banking centres
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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