About the role
Job Title: Service Representative
Location: Montreal, QC (Onsite)
Duration: 4 months
Contract Type: T4 only
Pay Rate: CA$20.69/Hour
Role Mandate:
-
The candidate 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.
Role Responsibilities Include (but are not limited to):
-
This role will focus on the mailing aspect of record keeping and administration.
-
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 correct documentation is being completed for each task
-
Verification of data in reports versus source systems to ensure quality.
Must-Have Skills:
-
Previous experience with Microsoft Suite - Office, Teams, Excel.
-
Attention to detail.
-
Good organizational and communication skills
-
Positive attitude
-
Team Player
Nice to have Skills:
- Previous Desk Clerk experience.
- Conversational French would be a plus.
About Intelliswift Software
Intelliswift an LTTS company, is a global leader in Digital Product Engineering, Data & AI, and Digital Enterprise Solutions. We empower businesses to leverage cutting-edge technologies and pioneering strategies throughout their digital transformation journey. Our expertise in data-rich modern platforms and people-centric solutions ensures that companies can navigate and thrive in the digital era. We address critical pain points across a diverse range of industries, including Platform & Technology, Fintech, MedTech, Energy & Utilities, Manufacturing, and Retail. Whether it's optimizing operational efficiency, enhancing customer experiences, or enabling digital transformation, we are committed to providing tailored solutions that meet the unique needs of each industry we serve.
Guided by our core values of Transparency, Respect, Integrity, and Passion, we drive innovation and excellence at every step. As a certified Minority Business Enterprise (MBE), we are deeply committed to diversity, equity, and inclusion (DEI). This commitment is reflected in all our transactions and underscores our dedication to fostering an inclusive environment. Trusted by Fortune 500 companies, SMBs, ISVs, and fast-growing startups, Intelliswift is the partner of choice for organizations seeking to revolutionize and excel in the digital landscape.
Learn more at www.intelliswift.com
About the role
Job Title: Service Representative
Location: Montreal, QC (Onsite)
Duration: 4 months
Contract Type: T4 only
Pay Rate: CA$20.69/Hour
Role Mandate:
-
The candidate 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.
Role Responsibilities Include (but are not limited to):
-
This role will focus on the mailing aspect of record keeping and administration.
-
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 correct documentation is being completed for each task
-
Verification of data in reports versus source systems to ensure quality.
Must-Have Skills:
-
Previous experience with Microsoft Suite - Office, Teams, Excel.
-
Attention to detail.
-
Good organizational and communication skills
-
Positive attitude
-
Team Player
Nice to have Skills:
- Previous Desk Clerk experience.
- Conversational French would be a plus.
About Intelliswift Software
Intelliswift an LTTS company, is a global leader in Digital Product Engineering, Data & AI, and Digital Enterprise Solutions. We empower businesses to leverage cutting-edge technologies and pioneering strategies throughout their digital transformation journey. Our expertise in data-rich modern platforms and people-centric solutions ensures that companies can navigate and thrive in the digital era. We address critical pain points across a diverse range of industries, including Platform & Technology, Fintech, MedTech, Energy & Utilities, Manufacturing, and Retail. Whether it's optimizing operational efficiency, enhancing customer experiences, or enabling digital transformation, we are committed to providing tailored solutions that meet the unique needs of each industry we serve.
Guided by our core values of Transparency, Respect, Integrity, and Passion, we drive innovation and excellence at every step. As a certified Minority Business Enterprise (MBE), we are deeply committed to diversity, equity, and inclusion (DEI). This commitment is reflected in all our transactions and underscores our dedication to fostering an inclusive environment. Trusted by Fortune 500 companies, SMBs, ISVs, and fast-growing startups, Intelliswift is the partner of choice for organizations seeking to revolutionize and excel in the digital landscape.
Learn more at www.intelliswift.com