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5 Bilingual Processing/ Operations Representatives for Financial Services Leader!

Montreal, QC

Type: FE-Financial Services Job Number: 15060

5   Bilingual Processing/ Operations  Representatives for Financial Services Leader!

Contract/Permanent roles due to growth in Montreal!

42-50k PLUS Bonus Plus GYM perks!


Due to an exciting time in the investment market, our client, a leader in the Financial Services industry is building a new advisor service centre and is hiring an additional 5 Bilingual   Financial Processing   Administrators   to play an integral part in a fast paced operations team   that promotes everyone to be successful in their role!  You will be given the tools to handle the tasks and be encouraged to participate in team activities!

Key Responsibilities: 

Processing all incoming financial trade requests including purchases, redemptions, transfers and exchanges as well as

non-financial account requests in a timely manner ensuring accuracy and compliance.

• Providing a high level of customer service to clients, business partners and internal departments

• Ensuring all non-registered and registered (including RSP, TFSA and RIF) accounts are set up accurately

• Administering all account features including Pre-Authorized Chequing Plans, Systematic Withdrawal Plans and Dividend

Withdrawal Plans

• Liaising with the broker/dealer community to resolve " not in good order" trades

To succeed in this opportunity, you will possess:
  • Completion of a post- secondary education
  • 1-5 years experience in back office processing within the financial services/mutual fund industry
  • Completely bilingual in French and English

Monday to Friday 8am-8pm rotating shifts….

Interested candidates may forward a resume to  Martha Orr



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