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 skilled 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 Perks
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.

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