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New accounts operations agent

  • Employer: iA Securities
  • City: Montréal
  • Job category: Business Administration, Finance and Accounting, Customer Service and Administrative Support
  • Job ID: J0817-0473
  • Job type: Regular full time

Company Overview

Do you want to work for an established and growing Canadian company in our Quebec City, Montreal or Toronto offices, or in one of the service points in our extensive Canada-wide network?

iA Securities (iAS) is a brokerage firm which offers equities, bonds and pooled investment funds to institutional and retail clients.

Our network of investment advisors supports and guides clients in their investment decisions. We also offer securities trading consulting and research services with respect to capital markets and institutional financing.

A member of iA Financial Group, iAS is led by an experienced team, driven by a desire to serve our clients with professionalism while conducting business in accordance with the highest industry standards.

Description

We are seeking a new accounts operations clerk at our downtown Montreal office.

You have experience in opening a complex account at the banking or securities level? Are you resourceful? Are you detail-oriented and know how to prioritize? If so, we have the job for you!
You will be responsible for opening and updating clients’ financial accounts and for processing the various financial transactions related to these accounts. You should therefore have experience in the banking field.

Your duties will include:
Receiving and processing documents related to the opening and updating of accounts, including:
- Verifying the documents
- Analyzing documents for complex accounts (Estate, Trust)
- Opening or updating accounts in ISM/OSS
- Special coding
- Verifying the information entered in the system
Receiving/responding to telephone calls and emails
Any other related duty

We offer:
Daytime schedule (Monday to Friday)
Competitive benefits package and pension plan
A dynamic and dedicated team

Qualifications

Collegial diploma
Minimum one year of experience in the banking field & knowledge of complex accounts (Estate, Trust)
Excellent English and French
Reliable and attention to quality
Ability to work under pressure
Ability to work as part of a team

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.