67790-1 – Jr. Service Representative to join our banking client on-site in Montreal

Position Title: Jr. Service Representative

Duration: 6 months

Working hours: 9-5

Working Location: DT Montreal

Role Mandate: 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.

Must-Have Skills:

• 1+ years of experience in a clerical role in the office environment

• Previous experience with Microsoft Suite (Office, Teams, Excel)

Nice to have Skills:

• Conversational French would be a plus.

• Banking/insurance/FI industry experience

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.

o Invalidate the address in the system.

o 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.

Interviews:

• 1 round – 45 mins with the Hiring Manager