Processing Representative Bilingual (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Processing Representative Bilingual (Fintech): Administering mutual fund accounts and executing financial transactions with an accent on regulatory compliance and data accuracy. Focus on resolving not-in-good-order transactions and optimizing the client experience through precise trade execution.
Location: Must be based in Montreal and have work authorization for Canada
Salary: $27 – $41 per hour
Company
is a leader in mutual funds and ETF management, dedicated to helping Canadian investors build better financial futures.
What you will do
- Administer individual mutual fund retail accounts for diverse client types.
- Execute financial and non-financial trade transactions with high accuracy and timeliness.
- Communicate with internal and external clients to resolve problematic transactions.
- Review and process documents in both French and English to satisfy industry regulatory obligations.
Requirements
- Bilingualism in French and English (verbal and written) is required.
- Current work authorization for Canada is required.
- College Diploma or equivalent experience (recent graduates are encouraged to apply).
- Strong analytical and critical thinking skills for problem-solving.
- High attention to detail and professional communication skills.
Nice to have
- Passion for delivering exceptional client experiences.
- Ability to quickly adopt and leverage new technologies.
Culture & Benefits
- Flexible hybrid work schedule.
- Inclusive environment promoting collaboration, diversity, and belonging.
- Award-winning workplace recognized as one of Canada's Top 100 Employers.
- Strong focus on mental wellness and professional growth.
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