Financial Services Operations Clerk

Job summary

Process and verify insurance and investment service transactions, update internal systems, prepare and file forms, and coordinate electronic signatures. Handle communications and case follow-up while supporting customers, collaborating with external partners, and contributing to process improvements.

Job details

Join Archer as a Financial Services Operations Agent Archer is an independent firm specializing in financial planning, portfolio management, and insurance for high-net-worth and wealthy clients. Our mission: to maximize our clients’ wealth, optimize their tax situation, and help them achieve financial freedom with complete peace of mind. We combine rigor, strategic vision, and a human-centered approach to design customized wealth management strategies. ‍ Mission statement Reporting to the Director of Operations and Compliance, this position provides essential support for the smooth running of insurance and investment operations. The incumbent ensures quality and consistency and plays a key role in customer service. ‍ Job responsibilities For Example, You Will Have To Receive requests from advisors and initiate the various processes that follow Process and verify service transactions until they are completed Enter and update information in internal systems Generate, submit, and file forms related to changes Prepare DocuSign Electronic Signatures Liaise with suppliers, customers, and external partners Receive and prioritize front-line communications (calls and emails) Work with the team to ensure thorough follow-up on cases Participate in various projects and suggest ways to improve internal processes Maintain a professional and efficient customer experience Comply with data privacy and security standards ‍ Profile required 1 to 2 years of experience; experience in the financial services industry is a plus AEC or DEC in business administration, finance, or a related field Excellent command of written and spoken French Proficiency in written and spoken English Proficiency with the Office suite and technological literacy Independence, reliability, and a systematic and organized approach Rigor and attention to detail Communication and teamwork skills Ability to manage priorities and workload ‍ Compensation And Benefits Bonus Based on Your Performance Group Insurance and Pension Plans Flexible vacation and time-off policies to better balance work and personal life Training and development program On-site parking ‍ Environment Fair and equitable working conditions A culture that fosters a sense of belonging and the development of skills An available employer Healthy communication A spirit of teamwork and collaboration ‍ Apply now! If you share our values of leadership, transparency, excellence, and teamwork; if you aspire to make a real difference; if you take pride in a job well done; and if you never lose sight of the quality of the customer experience—we’d love to meet you! Please send us your resume by clicking the “Apply!” button on our website. The masculine form is used only to make the text more readable. ‍ ‍ What is your current status in Canada? * Select an option Canadian citizenship Permanent residence Open work permits Other Do you have a criminal record? * Select an option No, I have no criminal record Yes, I have a criminal record What training relevant to the position have you completed? *

What you’ll do

Process and verify insurance and investment service transactions, update internal systems, prepare and file forms, and coordinate electronic signatures. Handle communications and case follow-up while supporting customers, collaborating with external partners, and contributing to process improvements.

Requirements

Requires 1–2 years of experience, with financial services experience considered an asset, and an AEC or DEC in business administration, finance, or a related field. Candidates should have strong written and spoken French and English, Microsoft Office proficiency, and an organized, reliable, detail-oriented approach with effective communication and prioritization skills.

Benefits

• Performance-Based Bonus
• Group Insurance
• Pension Plans
• Flexible Vacation and Time Off
• Training and Development Program
• On-Site Parking

Listed skills

• Data entry · Preferred
• document preparation · Preferred
• Customer service · Preferred
• Communication · Preferred
• Teamwork · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Prioritization · Preferred
• Process Improvement · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Operations
• Insurance Operations
• Investment Operations
• Transaction Processing
• Data Entry
• Document Preparation
• Electronic Signatures
• Customer Service
• Communication
• Teamwork
• Organization
• Attention to Detail
• Prioritization
• Process Improvement
• Microsoft Office
• Data Privacy and Security

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support

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