19 Apr
|
Metergy Solutions
|
Toronto
19 Apr
Metergy Solutions
Toronto
Apply on Kit Job: kitjob.ca/job/2g8rje
Facilitate seamless client transactions as a Settlements Manager. Specialize in analyzing transactions, processing requests, and preparing essential reports within a hybrid working model.This role is pivotal in ensuring the smooth management of clients' transactions. You will receive and process requests, verify transactions made by colleagues, and prepare wide-ranging reports and tax documents for clients and authorities. Your proactive approach in suggesting improvements with Lean tools will be key to operational success while participating in the Daily Management System.Key Responsibilities:- Complete various transactions for plan administration- Receive and process client email requests- Verify non-financial colleague transactions- Prepare regulatory reports and tax documents- Contribute solutions through Lean methodologyRequirements:- Detail-oriented with strong accuracy skills- Strong verbal and written communication- Familiarity with Microsoft Office applications- Intermediate English proficiency for daily tasks- Collaborative and team-focused mindsetSupport clients' needs and enhance operational efficiency with your expertise in transaction management and process improvements.#J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g8rje
📌 Client Transaction Settlements Manager (Toronto)
🏢 Metergy Solutions
📍 Toronto