Financial Services Representative

Direct message the job poster from Altis Recruitment

Recruitment Partner | Professional & Financial Services | Altis Recruitment

Our client, a leading national financial services firm, is seeking a Bilingual Financial Services & Operations Representative to join their team in Montreal. This is an initial 6-month contract, with the strong possibility of an extension.

In this role, you will administer financial transactions and support key client accounts while assisting with critical monitoring and reporting activities.

This exciting hybrid position offers the opportunity to gain extensive industry experience while contributing to a fast-paced and collaborative environment, supporting a diverse customer portfolio.

Responsibilities :

• Administer both financial and non-financial transactions across various account types, including mutual funds.
• Manage Registered and Non-Registered client accounts, ensuring all transactions are in order and adhere to professional and regulatory compliance.
• Monitor and report on client’s product activity, troubleshooting and resolving any discrepancies.
• Represent the company with professionalism, ensuring clear and precise communication.
• Perform additional related duties, as required.

Qualifications :

Assets :

We’re an equal opportunity employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.

Seniority level

Seniority level

Associate

Employment type

Employment type

Contract

Job function

Job function

Finance

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