Operations Support Agent

Desjardins; Canada; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse.

Telework equipment provided

Job summary

Desjardins is seeking an administrative operations specialist to support caisse products and services. You will process transactions, validate and input data, and reconcile reports across multiple Desjardins components, ensuring accuracy and timely delivery.

You will handle member and customer inquiries, perform filing and document management, and contribute to secure, compliant service delivery. Knowledge of French is required, and the role entails a customer-focused, action-oriented approach.

Qualifications

• High school diploma required.
• Knowledge of French is required.
• Two years of relevant experience or equivalent combinations considered.

Responsibilities

• Carry out operational activities related to caisse products and services.
• Process and reconcile reports for caisse sectors and inputs from various components.
• Input, validate, and save data; follow up with members and customers.
• Handle transactional, convenience, and informational calls from AccèsD Contact Centre.
• Perform filing, document management and ensure compliance with procedures.

Skills

Customer focus

Drive results

Adaptability

Learning agility

Action oriented

Situational awareness

Education

High school diploma

Job description

The incumbent carries out various operational activities related to processes associated with caisse products and services. He or she carries out supplemental transactions resulting from the transfer of activities to the various affected Desjardins components. Process and reconcile various reports and requests for all caisse sectors (e.g. Shared Services Centre reports, clearing, direct deposits and withdrawals, adjustments and monitoring of authorized transits, overdrawn accounts, inactive accounts, dividends, out-of-balance Trust, guarantee agendas, transactions related to collection items and discharges). As needed, perform required follow-up activities with members and customers. Input, validate, and save various data in the system. Carry out liaison activities with relevant Desjardins components (e.g. Shared Services Centre, AccèsD Contact Centre, Business Centre, Student Service Centre). Process transaction notices and carry out ensuing activities and follow-up with members and customers, in accordance with established procedures. Perform search requests; organize and produce requested information in accordance with established procedures. Carry out filing and document management activities including purging and storage, in accordance with current practices and regulations. As required, take transactional, convenience and informational calls from the AccèsD Contact Centre. Propose customized and sustainable solutions and ensure the satisfaction of members and customers. Ensure that activities are completed in a timely fashion and in accordance with prescribed quality standards. Maintain the security of transactions and operations in accordance with current policies, practices and standards.

What we offer

• 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
• Benefits apply based on eligibility criteria.

What you bring to the table

• High school diplomas in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Action oriented, Customer Focus, Differences, Drive results, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind.

We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable) Job Family Administration (FG)

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.