Support CLIC’s Wealth Management team as a Bilingual Administrative Support Clerk. This full time position offers a chance to contribute to clients’ financial security in an office-based environment.
In the role, you'll play a crucial part in processing documents and improving service delivery within the Individual Insurance and Wealth Management division. Your ability to effectively manage electronic files, process cheques, and communicate across departments will be key to your success and the satisfaction of our clients. CLIC values adaptability and a strong team-oriented approach.
Key Responsibilities: • Organize incoming electronic documents in OnBase • Process and fulfill requests from email inboxes • Prepare and send out cheques for departments • Update information regarding returned mail products • Share daily reports with relevant teams
Requirements: • 1-2 years of relevant Wealth Management experience • Completed post-secondary education preferred • Exceptional organization and detail-oriented skills • Strong communication proficiency • Competency in Microsoft Office
Bring your skills to CLIC and help shape financial solutions for Canadian clients. #J-18808-Ljbffr