Operations Administrator managing administrative support for financial products and client interactions at Journey Capital. Collaborating with teams to ensure accuracy and compliance in data entry and customer service.
Responsibilities
Create and send contracts to clients in a timely manner.
Create client accounts for our financial products in our systems.
Handle customer service calls and cases, respond to client inquiries, and coordinate with other departments as needed to resolve issues.
Enter clients’ daily sales into our system.
Monitor processing connections for problematic clients.
Generate, review, and validate reports with clients via email or phone.
Follow up with the sales team for missing documents required for financing.
Ensure the accuracy and compliance of data entered into our proprietary software.
Monitor and update collateral information to ensure accuracy.
Manage your own workload and priorities so that transaction processing and related activities are completed accurately and in a timely manner.
Archive and maintain incident management files related to inquiries, issues, service requests, or change requests in the system.
Perform ad hoc tasks and respond to requests from the operations manager.
Requirements
DEC (Diploma of College Studies) or university degree — an asset
Customer service experience (at least 2 years)
Proactive and confident — a self-starter who takes initiative
Relentless problem-solving — willing to identify the root causes of complex operational issues
Excellent interpersonal skills and a willingness to collaborate with diverse team members
Ability to learn quickly and position yourself as an expert — demonstrates natural curiosity
Ability to maintain strict discretion and preserve confidentiality of workplace information
Ability to work in a fast-paced environment
Bilingualism and excellent oral and written communication skills
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