Operations Support Agent

Desjardins; Montreal West; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation 4 weeks

Defined benefit pension

Group insurance + telemedicine

Health and wellness expense reimburse

Telework equipment reimbursement

Accommodations available

Job summary

Desjardins in Montreal West seeks an operations assistant to support caisse products and services. You will process reports, input data, liaise with internal teams, and handle inquiries from members and customers, ensuring timely and accurate completion of tasks while upholding security standards.

The role offers competitive pay with an annual bonus, generous vacation, a defined benefit pension, and coverage including telemedicine. Telework equipment reimbursement and eligible benefits apply.

Qualifications

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

Responsibilities

• Process and reconcile reports and requests for caisse sectors.
• Input, validate, and save data in the system.
• Liaise with Desjardins components and follow up with members and customers.
• Perform search requests and organize information.
• File and manage documents; purge and store as per practices.
• Take calls from the AccèsD Contact Centre and propose solutions.
• Ensure activities are completed timely and to quality standards.
• Maintain security of transactions and operations per policies.

Job description

Required

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. More specifically, you will be required to:

• 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!

Job Family

Administration (FG)

Unposting Date

2026-10-29