Service Representative - Senior

INTELLISWIFT INC; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Montreal is seeking a candidate for administrative duties related to client communications management. The role focuses on mailing, record keeping, and ensuring accurate documentation. Ideal candidates will have experience with Microsoft Suite, attention to detail, and good organizational skills. This is an onsite position with a pay rate of $18/hr. to $20/hr.

Qualifications

• Previous experience with Microsoft Suite.
• Attention to detail is crucial.
• Strong organizational and communication skills are required.

Responsibilities

• Focus on mailing aspect of record keeping and administration.
• Manage return mail and invalidate addresses in the system.
• Ensure correct documentation is completed for each task.

Skills

Microsoft Suite (Office, Teams, Excel)

Attention to detail

Organizational skills

Communication skills

Positive attitude

Team Player

Job description

Pay rate range - $18/hr. to $20/hr. on W2

Onsite

Job Description

The candidate will be a part of the Investment Support Group Team under Investment Services to oversee the administrative duties related to the management and record keeping of client communications.

Role Responsibilities Include (but are not limited to)

• This role will focus on the mailing aspect of record keeping and administration.
• Receive client transfers and mail them out appropriately.
• Manage the return mail volumes as they come in.
  • Invalidate the address in the system.
  • Store processed items for record keeping.
• Check processing involving reconciling values in the system and then sending them out.
• Ensure that correct documentation is being completed for each task.
• Verification of data in reports versus source systems to ensure quality.

Must-Have Skills

• Previous experience with Microsoft Suite (Office, Teams, Excel)
• Attention to detail.
• Good organizational and communication skills.
• Positive attitude.
• Team Player.

Nice to have Skills

• Previous Desk Clerk experience.
• Conversational French would be a plus.