Private Financial Services Operations Specialist

Desjardins; Ottawa; Ibrido; CAD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

4 weeks vacation

Pension plan

Group insurance

Telemedicine

Telework equipment

Descrizione del lavoro

Desjardins is seeking a Private Financial Services Agent, Operations, to support account managers by handling operational activities related to financing products. You will prepare documents for meetings, update member data, and ensure transactions are recorded accurately for a smooth client experience.

The role includes processing instructions, finalizing files after meetings, and maintaining filing and archiving practices to meet deadlines and quality standards.

Competenze

• Attestation of Collegial Studies is required.
• Minimum of two years of relevant experience.
• Knowledge of French is required for positions in Quebec.
• Other combinations of qualifications and relevant experience may be considered.

Mansioni

• Prepare documents for meetings with members and clients and update member data.
• Process instructions, validate and record activities and transactions related to financing products and services.
• Finalize files after meetings by updating information and recording follow ups.
• Ensure files and reports are processed, including filing and document management.

Conoscenze

Action oriented

Customer Focus

Drive results

Nimble learning

Situational adaptability

Formazione

Attestation of Collegial Studies

Descrizione del lavoro

Desjardins is seeking a Private Financial Services Agent, Operations, to support account managers by handling operational activities related to financing products. You will prepare documents for meetings, update member data, and ensure transactions are recorded accurately for a smooth client experience.

The role includes processing instructions, finalizing files after meetings, and maintaining filing and archiving practices to meet deadlines and quality standards.