Join Archer as a Financial Services Operations Agent

Archer is an independent firm specializing in financial planning, portfolio management, and insurance for high-net-worth and wealthy clients.

Our mission: to maximize our clients’ wealth, optimize their tax situation, and help them achieve financial freedom with complete peace of mind. We combine rigor, strategic vision, and a human-centered approach to design customized wealth management strategies.

Mission statement
Reporting to the Director of Operations and Compliance, this position provides essential support for the smooth running of insurance and investment operations. The incumbent ensures quality and consistency and plays a key role in customer service.

Job responsibilities
For Example, You Will Have To

Receive requests from advisors and initiate the various processes that follow

Process and verify service transactions until they are completed

Enter and update information in internal systems

Generate, submit, and file forms related to changes

Prepare DocuSign Electronic Signatures

Liaise with suppliers, customers, and external partners

Receive and prioritize front-line communications (calls and emails)

Work with the team to ensure thorough follow-up on cases





Participate in various projects and suggest ways to improve internal processes

Maintain a professional and efficient customer experience

Comply with data privacy and security standards

Profile required

1 to 2 years of experience; experience in the financial services industry is a plus

AEC or DEC in business administration, finance, or a related field

Excellent command of written and spoken French

Proficiency in written and spoken English

Proficiency with the Office suite and technological literacy

Independence, reliability, and a systematic and organized approach

Rigor and attention to detail

Communication and teamwork skills

Ability to manage priorities and workload

Compensation And Benefits

Bonus Based On Your Performance

Group Insurance and Pension Plans

Versatile vacation and time-off policies to better balance work and personal life

Training and development program

On-site parking

Environment

Fair and equitable working conditions

A culture that fosters a sense of belonging and the development of skills

An available employer

Healthy communication

A spirit of teamwork and collaboration

The masculine form is used only to make the text more readable.

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📌 Financial Services Operations Clerk (Quebec City)
🏢 Archer
📍 Quebec City