Account Administration Officers
Ottawa - National Capital Region, ON, Canada
9d ago

Salary : $16 per hour

Type : Full-time contract (15 months)

ATTENTION! Our very important client in the private sector is looking for Account Administration Officers for a lengthy contract of 15 months! If you hold a college diploma or a university degree, have experience in administration, and are interested in finance, this is the job for you! We are looking for professionals who have amazing data entry skills and great attention to detail who are looking for a new challenge. Don't wait and apply today!

Job Duties :

  • You will work with a variety of cross-functional teams to ensure the highest caliber of customer service related to client account openings, maintenance, and funding of accounts.
  • You may also facilitate transfer requests and regularly provide a resolution to transfer inquiries from our regional offices and external financial institutions.
  • You will be responsible for fostering strong relationships with relinquishing / receiving institutions through timely follow-ups.
  • Mandatory Requirements :

  • College diploma or university degree in business, or the equivalent
  • Minimum of 2 years of professional administrative working experience
  • Experience with customer relationship management tools and a thorough understanding of all accounting and administrative policies and procedures as related to client transactions
  • Proficiency in the use of Microsoft Office (Word, Excel, Outlook)
  • Working knowledge or familiarity with financial transactions, such as Estates, Trusts, RRSPs, RRIFs, RESPs, TFSAs and non-
  • registered investments and applicable tax-related issues

  • Credit check AND criminal check will be required
  • Asset Qualifications :

  • Enrollment in or completion of the Canadian Securities Course (CSC)
  • Bilingualism (English / French)
  • Work experience in a financial services environment (as a Bank Teller or Bank Customer Service Representative)
  • Please send your resume in Word format to the following address : ottawa.temp


    If you recommend a friend or colleague, you may be eligible for a referral bonus.

    We appreciate all expressed interest in this position, however, only the candidates selected for an interview will be contacted.

    Quantum is an equal opportunity employer.

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