Préposé(e), support aux transactions
Core
Process, manage, and route documents and transactions related to individual savings and retirement contracts.
Role type
Administrative transaction support specialist
Builds
Internal transaction processing workflows for individual savings and retirement products
Domain
Financial services (savings and retirement)
Deliverable
client delivery
Required skills
document indexing, data entry, mail sorting and distribution, check processing, multi-tasking, Microsoft Office
Preferred skills
DES or DEC in administration, insurance, or financial services, intermediate English proficiency
Responsibilities
Index client documents received via email, fax, and mail into administrative systems; Update information in various systems; Sort and distribute incoming mail to the department; Process daily report distribution; Handle returned mail from Postes Canada; Process check shipments according to established procedures.
