Daily Responsibilities:

Describe a typical ‘day in the life’

Performs front-line client services, including answering questions from custodian banks, brokers, investors and/or customers.

Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:

• College diploma in accounting, business or finance
• 1-4 years customer service experience
• Experience in data entry
• Experience dealing with clients by phone, resolving issues and explaining services
• Bilingual in English and French

Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:

• Experience in financial services industry is an asset
• Advanced user proficiency with computer applications, such as Microsoft Word, Excel and PowerPoint, spreadsheet/financial accounting skills, and any other related accounting software is an asset
• Knowledge of financial systems and associated procedures is an asset

Intake Questions – Please Complete

Soft Skills:

• Proficient verbal and written communication skills
• Attention to detail and critical thinking
• Ability to work independently and manage one’s time
• Ability to keep information organized and confidential

The expected base salary range for this position is $20 – $21 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.