Operations Agent

Job summary

Verify cheques and investment application documents using the Sales Platform – Application Launch Pad. Handle mailings, scan documents, and perform clerical tasks.

Job details

Location: On-site | Montreal, QC Duration: 6 months | likelihood of an extension Describe your department: 13 employees – variety of tasks Daily Responsibilities: Verification of cheques and documents Mailings Scanning of documents Clerical What program/technology/software knowledge is essential for this role? All Investment applications: Sales Platform – Application Launch Pad o verify the documents Must-have Skills/Experiences and/or Education, certifications, qualifications, designations: Attention to detail and quick. Previous banking experience English & French Bilingual Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations: College Degree Knowledge of Excel Soft skills: Adapt to a fast-paced environment

What you’ll do

Verify cheques and investment application documents using the Sales Platform – Application Launch Pad. Handle mailings, scan documents, and perform clerical tasks.

Requirements

Candidates must be detail-oriented, work quickly, have previous banking experience, and be bilingual in English and French. A college degree and knowledge of Excel are preferred, along with the ability to adapt to a fast-paced environment.

Listed skills

• French · Preferred
• adaptability · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• English · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Attention To Detail
• Document Verification
• Cheque Verification
• Mailing
• Document Scanning
• Clerical Skills
• Banking Experience
• English
• French
• Excel
• Adaptability
• Working In A Fast-Paced Environment

Job areas

• Administrative
• Finance & Accounting

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