Branch Support Agent – Junior

LocationToronto
Job CategoryCustomer Service
SP-ID27752
Position TypeContract
Application Deadline March 13, 2021
Experience Required1-2 years
Job Duration3 months
Education RequiredN/A

Our client in the banking sector is seeking a Branch Support Agent – Junior for a 2 month assignment in Toronto:
 
Position Title: Branch Support Agent – Junior
Start date: ASAP
Duration May 1st 2021
Extension: Possible
FTE: Possible
Hours/week: 37.50
Dress Code: Dress for your Day (Business Casual, jeans are permitted)
Summary:
Accountable to provide administrative support to the Branch by providing support on daily activities.
EVP (Employee Value proposition):
This group is broad based and provides a great opportunity to make new contacts. This has a good amount of visibility within the bank.
Job Responsibilities (but not limited to):
• New account openings.
• Administration of client accounts: verification of new Client Account Agreement (CAAs)
• Log address changes and manage address change report (match report with client letters).
• Review log accuracy tool (errors) – tool recorded before CAAs leave for Toronto
• Process client deposits.
• Responsible for a full range of administrative duties including: telephone coverage, filing, word processing, correspondence, creation and updating of portfolios, photocopying, faxing.
Top Skills:
• Excellent organizational, interpersonal, written and verbal skills.
• Strong computer knowledge (Internet, Word, Excel, RIS, Starquote).
• Desire to provide high level of service to Branch staff (Sales Assistants and Investment Advisers).
• Ability to problem solve.
• Work well under pressure and meet required deadlines.
Education/Experience:
• University degree or equivalent experience.
• 0-2 years relevant experience.
Please send resumes to Rachel Jeon:
 
r.jeon@maxsys.ca