Branch Support Agent – Junior

LocationToronto
Job CategoryInformation Technology
SP-ID28876
Position TypeContract
Application Deadline May 15, 2021
Experience Required1 year
Job Duration1 year
Education RequiredN/A

Our client is looking for Branch Support Agent- Junior
 
Position Title: Branch Support Agent – Junior
Start date: ASAP
Duration Oct 31 2021
Location: 250 Yonge (working remotely M-F 8:30-5)
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.

 
If interested, please connect at
 
 a.arora@maxsys.ca