Hybrid Financial Services Agent, Operations

Posted last month

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About the role

  • Support account managers by performing operational tasks related to financing products and services
  • Prepare documentation for member and client meetings
  • Enter data, update financial statements and profiles, perform profitability analyses
  • Follow instructions for adding, verifying, and recording transactions
  • Finalize documents following meetings by updating information in files
  • Conduct preliminary analyses for line of credit monitoring
  • Process files and reports as needed
  • Handle document filing and management tasks

Requirements

  • Attestation of Collegial Studies
  • A minimum of two years of relevant experience
  • Knowledge of French is required
  • Action oriented
  • Customer Focus
  • Drive results
  • Situational adaptability

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job title

Financial Services Agent, Operations

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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