Technicien(ne), Administration des comptes autogérés
Core
Administrative technician for self-managed accounts, ensuring fee file accuracy, compliance, and sales force support.
Role type
Administrative technician (financial services)
Builds
Fee files, tax slips, and unclaimed asset processing workflows
Domain
Financial services / Wealth management
Required skills
Financial services administration, fee file verification, tax slip issuance, regulatory compliance, unclaimed asset processing, data accuracy, process improvement, AI tool usage
Preferred skills
DEC/DEP in financial services or administration, 2+ years relevant experience, multitasking, collaboration, tax knowledge, computer literacy, advanced English communication
Technologies
Copilot, internal systems
Responsibilities
Verify fee files for commissions, ensure fee programming matches agreements, follow up on fees with representatives, process unclaimed assets, verify tax slip control reports, issue tax slips, communicate with sales force and clients, improve processes using AI tools
Seniority
Junior to Mid-level, hands-on IC