Daily Responsibilities
A typical day for this role can have the candidate using different applications and tools to verify, validate, and process requests that come through various channels such as emails, forms application, etc.
This role is a mix of admin work and processing. Certain volumes and queues have different SLA expectations than others, and the candidate is expected to be comfortable with being able to prioritize and organize what to work on accordingly once trained.
Project Description
N/A
Essential Program/Technology/Software Knowledge
Microsoft programs like Word, Excel, and Access database. A+ Desktop (web-based applications), Client Source, Servicelink & ServicelinkPlus. BTS, Broadridge system, etc.
While we don’t expect the candidate to know our internal application systems, having advanced skills in Excel and Access Databases would be beneficial, as they will need to know how to pull and manipulate certain reports that get exported.
Must-Have Skills/Experience and/or Education
- Post-Secondary Education Ideal (College/University)
- Ability to communicate effectively, both verbally and in writing
- Ability to handle multiple priorities in a fast-paced and deadline-driven environment
- Ability to work well and maintain composure under pressure
- Ability to work well with a team or independently
- Ability to organize their time to meet multiple incoming priorities and responsibilities throughout the day
Nice-to-Have Skills/Experience and/or Education
- 2 years of job-related experience (Nice to have)
- Advanced experience with Excel and Access Database, experience with data manipulation
- Financial Knowledge/Wealth Management is also a nice to have (not a full need)
Required Soft Skills
- Teamwork
- Time-management
- Problem solving
- Adaptability
- Empathy
- Creativity
- Communication
- Attention to detail
- Organization
- Computer literacy
- Data entry and management
- Confidentiality
- Analytical skills
- Critical thinking
- Excellent work ethic
- Business etiquette
Written/verbal communication is very important, as the candidate will be communicating with different teams, departments, and with business partners at times.
The expected base salary range for this position is $20 – $22 per hour, depending on experience, skills, and internal equity.
The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.
For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.
We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.
