Operational support role assisting account managers in financing services. Preparing documentation, maintaining financial records, and ensuring compliance with policies.
Responsibilities
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
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