Description
Are you a natural problem solver? Are you a proactive, detail oriented administrative professional who is client-focused and looking to put your bilingual skills to use? Our Transfer Team in the Ottawa offices are looking to hire someone like YOU!
We have an opening for a Transfer Agent / Office Clerk:
As a vital part of the Transfer Team reporting to the Team Lead, Problem Resolution, you would have the opportunity to assist the unit in maintaining the highest standard of quality service to clients and regional offices:
- Processing transfer requests
- Resolving reported client transfer issues
- Answering regional inquiries
- Completing follow up on initiated transfer requests on a timely basis and within defined service standards
The Transfer Agent is also instrumental in proactively identifying issues impacting clients' in process transfers, developing solutions to problems, and providing education to regional staff about the transfer process.
Your experience and skills:
- Excellent bilingual verbal and written communication skills (French / English)
- Proficient with MS Office tools: Word, Excel
- University Degree or College Diploma in Finance, Business or relevant discipline, or two years' related Back Office Client Services experience
- Any knowledge of R-Broker, R-Funds, ATON, CDS or basic inquiry and research skills using old MD ACE or OSS systems would be definite assets
Are you up for this challenging Office clerk role? Apply now by using the 'Apply Now' button, attaching your most updated resume and a customized cover letter.
We thank you for your interest, but only selected applicants will be contacted.