Wealth Management Administrative Support Clerk
About The Position
The Administrative Support Clerk role supports all departments in Wealth Operations. This role manages and distributes all incoming electronic documents, sorts and delivers incoming and outgoing cheques, and is responsible for the distribution of daily reports. We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities. Our Individual Insurance, Individual Wealth Management, and Group Retirement & Savings teams deliver products and services that provide financial security to Canadians. Along with our distribution partners, we help our clients with some of their most important needs: protecting their families’ lifestyle in the event of a death, disability or illness; reaching their saving goals; and building a secure and comfortable retirement. We operate with a high level of trust, integrity, and inclusivity to produce positive impacts for all our stakeholders.
Requirements
- 1-2 years experience in the Wealth Management industry
- Completion of some post-secondary education
- Agile and ability to adapt with changing environment and processes
- Excellent organizational skills
- Strong attention to detail
- Basic keyboarding skills
- Proficient in Microsoft Office
Nice To Haves
- Bilingualism in English and French is an asset.
Responsibilities
- Manage all electronic documents received in OnBase via mail, faxes and emails; index and assign to appropriate individuals/departments
- Manage the Individual Wealth & Group Retirement email inboxes and upload processing and fulfillment requirements into OnBase
- Prepare and distribute cheques for Individual Wealth and Group Retirement departments
- Complete and update bad address statuses for all returned mail for various Wealth Operations departments
- Receive, review and distribute various daily reports to staff in Individual Wealth & Group Retirement departments
- Proof and upload relative documents to SharePoint, portals and web postings.
- Cross train within the Wealth Operations department to provide assistance as required
- Maintain daily contact and communications to meet internal department’s needs and investigate requests as required
Benefits
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- Competitive salary and incentive programs
- Comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
