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Processing Administrators - Wealth

by Agilus Work Solutions

Position Type: Contract
Location: Waterloo, Ontario
Date Posted: Sep 26, 2020
Agilus Work Solutions

Job Description

Agilus is recruiting for Processing Administrators - Wealth/Mutual Funds (financial products) for our client in Waterloo, ON (work from home to begin)

Duties &Responsibilities:

·        As a Customer Service Representative in the Centre ofExcellence, you will be supporting the company€™s commitment to put the clientfirst and ensure we offer the right solutions for them.

·        Reporting to the Manager, Dealer Compliance, you willbe responsible for supporting Tier-1 compliance inquiries within standardguidelines and will ensure that thorough records are maintained by documentingall actions.

·        You will ensure the delivery of a consistent high-qualitylevel of customer service in accordance with the company€™s Canadian Operationsstandards.

·        Action control reports and address issues in a timelymanner meeting monitored productivity and quality objectives

·        Help Associate Supervisory Managers with Tier 1supervision follow-ups

·        Communicate with advisors to solve their pendingsupervisory inquiries

·        Track interactions using on-line systems

·        Provide superior customer service by being proactivein meeting customer needs

·        Assist with department projects and initiatives asneeded 

Requirements:

·        Excellent customer service skills with professionaltelephone etiquette

·        Background in processing/administration 

·        Knowledge of Wealth and financial products, specificallyMutual Funds

·        Solid analytical and problem-solving skills with theability to multitask proficiently in a fast-paced performance drivenenvironment

·        Bilingual in French is preferred 

·        Able to complete IFIC training

·        Open to receiving and incorporating constructivefeedback and coaching

·        Handle stressful situations in a calm and professionalmanner

·        Experience working directly with advisors an asset

Duration of Contract: 6 months to start (potential for permanent hire)

Location: Waterloo, ON €“ work from home to begin

 

Payrate:

Bilingual- $21/hr.

Uni-lingual- $20/hr.

 

APPLY:

 

Please applydirectly online or submit your resume to Niketa Menezes at nmenezes@agilus.ca

We encourageyou to visit www.agilus.ca regularly as new and exciting employmentopportunities become available daily!

Agilus,formerly: Design Group Staffing, Inteqna, Talentcor, LucasWorks!, LucasProfessional Search Group and Braun Valley Associates.

Accommodationsfor job applicants with disabilities will be provided upon request during therecruitment, assessment, selection and placement process. Alternate formatavailable upon request.

TC243XP 

 

Application Contact Information

Company Name:   Agilus Work Solutions
Application URL: Click here to apply online