The Operations sector plays a central role in delivering financial products and services to clients. Every day, we move closer to our goals of transformation, automation and digitization, thanks to the hard work of the professionals in this sector who strive to ensure we offer exceptional service to our clients.

This position reports to the Section Manager. As a Senior Operations Clerk, you'll:

• Independently perform a variety of administrative activities, information searches, verifications and data analyses
• Respond to requests from clients and other parties involved in files by offering professional, courteous service
• Work in an environment where you can excel
• Have the opportunity to learn and develop within a team that values client satisfaction, performance, collaboration and innovation

You'll stand out for your diligence, organizational skills, handling of priorities, and ability to deal with change and build partnerships.

You'll be required to:

• Compile and process data and search for any that may be missing
• Balance transactions, identify discrepancies and make the necessary adjustments
• Check and balance complex account headings
• Make sure that errors are corrected
• Use sophisticated equipment and software required for your work
• Make suggestions and share optimization ideas for the continuous improvement of our operations
• Provide technical support to less experienced employees

The candidate needs to be able to identity all risks inherent to the Wealth Management sector's activities.

• High school diploma and three years' relevant experience or College diploma and one year's relevant experience
• Experience in general office work
• Experience in process improvement
• Experience in operations, an asset
• Experience in customer service, an asset
• Knowledge of Microsoft Word, Excel, Outlook and proficiency using collaboration tools (Yammer, Teams, Skype, SharePoint, etc.)
• Bilingualism (spoken and written) - English and French

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.