Operations Support Agent

Desjardins; Montreal; On-site; CAD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and telework设备

Job summary

Desjardins in Montreal is seeking an Administrative Associate to support transfer-related activities and processing of reports across caisse sectors. You will input, validate, and file data, respond to members and customers, and liaise with multiple Desjardins components to ensure timely and accurate follow-up.

The role emphasizes quality, security of transactions, and customer satisfaction, with a company culture that values equity and accessibility.

Qualifications

• High school diploma or equivalent.
• A minimum of two years of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.

Responsibilities

• Carry out supplemental transactions resulting from transfers to Desjardins components.
• Process and reconcile reports and requests for caisse sectors.
• Follow up with members and customers as needed.
• Input, validate, and save data in the system.
• Liaise with Desjardins components (Shared Services Centre, AccèsD Contact Centre etc.).
• Process notices and follow up with members/customers per procedures.
• Perform search requests and organize requested information.
• File and manage documents including purging and storage.
• Handle calls from AccèsD Contact Centre as required.
• Propose customized and sustainable solutions to ensure satisfaction.

Skills

Action oriented

Customer focus

Drive results

Adaptability

Nimble learning

Situational adaptability

Education

High school diploma

Job description

Responsibilities

• Carry 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

Our culture

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.

Trade Union (If applicable) Job Family Administration (FG) Unposting Date 2026-10-29

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.