Our current job postings

Commis aux opérations, ouverture de comptes

  • Employer: iA Private Wealth Inc.
  • Office: 2200 McGill College Avenue
  • Location: Montreal, Quebec
  • Other Possible Location(s): Québec, Quebec
  • Job category: Transaction Services Operations - Generalist/Multidiscipline
  • Job ID: JR10013981
  • Job type: Permanent Job Full time
  • Apply before: 2022-07-18

Description

Telework/Full time/Montreal - Quebec/

We are looking for an Operations Officer, Account Openings for our iA Private Wealth offices in Montreal. The Operations Officer will be responsible for opening and updating client accounts and processing various transactions related to these accounts.

More specifically, your duties will be to:

Receive, validate, and process account opening and update documents including:

  • Analyze the documents ;

  • Proceed with the opening and/or updates of accounts in the ISM/OSS system ;

  • Performing various coding of special projects ;

  • Proceed with the return of mail ;

  • Verify information entered into the system ;

  • Receive/answer phone calls and emails ;

  • All other related tasks.

We offer you:

  • Daytime schedule from Monday to Friday

  • Competitive benefits and pension plan

  • A dynamic and dedicated team!

REQUIREMENTS

  • High school diploma;

  • Minimum of one year of experience in a similar position;

  • Excellent oral and written language skills due to frequent interaction with English and French speaking colleagues and clients across Canada ;

  • Experience in administrative support and customer service;

  • Speed and accuracy in data entry;

  • Reliability and concern for quality;

  • Ability to work under pressure;

  • Ability to work well in a team environment;

  • An ability to work with technological tools (Teams, Outlook, Excel, Word).

RSRIA


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.