About the role
Working with one of the top financial clients, this role calls for a Record Keeping and Administration Clerk who 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. This role will focus on the mailing aspect of record-keeping and administration.
Responsibilities:
- Receive client transfers and mail them out appropriately.
- Manage the return mail volumes as they come in.
- Invalidate the address in the system.
- Store processed items for record-keeping.
- Check processing involving reconciling values in the system and then sending them out.
- Ensure that the correct documentation is being completed for each task
- Verification of data in reports versus source systems to ensure quality.
Desired Skill Set:
- Previous experience with Microsoft Suite, including Office, Teams and Excel.
- Attention to detail.
- Good organizational and communication skills
- Positive attitude
- Team Player
BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.
Privacy Policy
About BeachHead
BeachHead is a premier and specialized consultancy and staffing firm focused on the Canadian Finance marketplace. We specialize in providing the highest quality of service for both our clients and professional Financial Candidates. Our unique business model supports a direct relationship with senior hiring business executives and stakeholders.
The BeachHead system is designed to capture intimate knowledge of both the client opportunity and qualified candidates, ensuring that each client/candidate is properly and competitively positioned in the marketplace.
About the role
Working with one of the top financial clients, this role calls for a Record Keeping and Administration Clerk who 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. This role will focus on the mailing aspect of record-keeping and administration.
Responsibilities:
- Receive client transfers and mail them out appropriately.
- Manage the return mail volumes as they come in.
- Invalidate the address in the system.
- Store processed items for record-keeping.
- Check processing involving reconciling values in the system and then sending them out.
- Ensure that the correct documentation is being completed for each task
- Verification of data in reports versus source systems to ensure quality.
Desired Skill Set:
- Previous experience with Microsoft Suite, including Office, Teams and Excel.
- Attention to detail.
- Good organizational and communication skills
- Positive attitude
- Team Player
BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.
Privacy Policy
About BeachHead
BeachHead is a premier and specialized consultancy and staffing firm focused on the Canadian Finance marketplace. We specialize in providing the highest quality of service for both our clients and professional Financial Candidates. Our unique business model supports a direct relationship with senior hiring business executives and stakeholders.
The BeachHead system is designed to capture intimate knowledge of both the client opportunity and qualified candidates, ensuring that each client/candidate is properly and competitively positioned in the marketplace.