Office Clerk – Proficient
- Location: Toronto or Mississauga, ON (Hybrid, 4 days in office/1 day WFH)
- Contract Length: 6 months with the possibility of extension.
Our client is the Canadian gold standard in the Financial Services Industry. We at Raise are hiring a Office Clerk – Proficient one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising demand.
Responsibilities:
- Review pending account transfer requests and communicate with external financial institutions via phone call and email for status updates and resolve transfer issues
- Approx. 60-70 accounts per day
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, and address complaints
- Answer telephones, direct calls and take messages
- Compile, copy, sort, and file records of office activities, business transactions and other activities
- Compute, record and proofread data and other information, such as records or reports
- Maintain and update filing, inventory, mailing, and database systems.
Must-have Skills:
- 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 2 years of job-related experience.
- Previous experience in banking operations and/or customer service
- Ability to communicate effectively, both verbally and in writing.
- Ability to handle multiple priorities in a fast-paced and deadline-driven environment.
- Ability to work independently and within a team environment.
Nice-to-have Skills:
- Account transfer experience.
- Experience working in a financial institution.
- Experience working in a call center.
- Bilingual in French/English.
Looking for meaningful work? We can help!
Raise is an established hiring firm with over 65 years of experience. We believe strongly in making the world a better place through work, which is why we’re a certified B Corporation and donate 10% of our profits to charity.
We strive to build teams that reflect the diversity of the communities we work in. We encourage all qualified applicants to apply, including people from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with visible/nonvisible disabilities.
We have a dedicated webpage for accommodations where you can learn more about what we offer and request accommodation:https://raise.jobs/accommodations/
In order to submit candidates for roles, our clients will sometimes require personal information to confirm the identity of applicants and their legal status to work. Raise will never ask you for personal or banking information unless you have been selected for a job. If you are ever unsure about the legitimacy of this or another job posting by Raise (or have any other questions), please contact us at +1 800-567-9675 or hello@raiserecruiting.com
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