Operations Agent

Finance Professionals Inc.; Montreal; On-site; CAD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking an Operations Agent in Montreal to manage data entry and client communications. This role offers the chance to work with one of Canada's Top 5 Banks, where you will handle mailouts, scan documents, and ensure accurate data entry. The ideal candidate will possess strong Microsoft Excel and Word skills, with a proven ability to document client information efficiently. Join a company that values inclusivity and offers a supportive work environment where your contributions will be recognized and valued.

Qualifications

• 2+ years of experience in a related field.
• Ability to enter data at 7000+ keystrokes per hour.

Responsibilities

• Handle and prepare mailouts and batch scan documents.
• Key in paper documents with required speed and accuracy.

Skills

Microsoft Excel

Microsoft Word

Data Entry

Verbal Communication

Written Communication

Client Information Documentation

Speed and Accuracy in Data Entry

Job description

Our client, a leading financial institution inMontréal, QC,is looking for an Operations Agent to operate a computer terminal to verify, enter, retrieve, and edit data. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

• Handle and prepare mailouts
• Batch and scan documents
• Key in paper documents using templates at the required speed and accuracy (UPS).
• Cross-train in other manual processes (Finalize/Dice).
• Call clients and send emails, Carts, Generics, Cheque Verification.

Must-Have Skills:

• Microsoft expertise in Excel and Word
• Understanding of online systems and bank Systems
• 2+ years related experience
• Verbal and written communication skills
• Ability to accurately document and record customer/client information
• Ability to enter data 7000+ keystrokes per hour
• Completion of a speed and accuracy data entry test

Nice-To-Have Skills:

• Sense of urgency
• Information Seeking
• Listening, Understanding, and Responding

Soft Skills Required:

• Teamwork
• Time-management
• Organizational skills
• Communication

Education:

Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.