Financial Clerk - Financial Sector

Job summary

Compile records of deposit, loan, and mortgage payments; process claims and other financial transactions; and store, update, and retrieve financial data. Provide clients with information and customer service, verify transactions, and notify customers about account discrepancies.

Job details

Overview Languages English Education College/CEGEP Experience 3 years to less than 5 years On site Work must be completed at the physical location. There is no option to work remotely. Responsibilities Tasks Compile records of deposit, loan and mortgage payments Process claims transactions Store, update and retrieve financial data Provide clients with information Sort, verify and process financial transactions Notify customers regarding account discrepancies Provide customer service Additional information Work conditions and physical capabilities Fast-paced environment Work under pressure Tight deadlines Attention to detail Personal suitability Accurate Client focus Efficient interpersonal skills Excellent oral communication Excellent written communication Organized Team player Benefits Health benefits Dental plan Health care plan Vision care benefits Other Benefits Other benefits

What you’ll do

Compile records of deposit, loan, and mortgage payments; process claims and other financial transactions; and store, update, and retrieve financial data. Provide clients with information and customer service, verify transactions, and notify customers about account discrepancies.

Requirements

The role requires a college or CEGEP education and 3 to less than 5 years of experience. Candidates should be accurate, organized, client-focused, efficient in interpersonal interactions, strong communicators, and able to work under pressure in a fast-paced environment with tight deadlines.

Benefits

• Dental Plan • Health Care Plan • Vision Care Benefits • Other Benefits

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• written communication · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Accuracy · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Data Management
• Financial Transaction Processing
• Claims Processing
• Deposit Payment Records
• Loan Payment Records
• Mortgage Payment Records
• Account Reconciliation
• Customer Service
• Client Communication
• Attention to Detail
• Accuracy
• Organization
• Teamwork
• Oral Communication
• Written Communication

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative