Financial Operations Specialist Remote
Our client in the insurance industry is looking for five experienced professionals to support wealth processing and quality control ensuring highquality financial transaction management. This role requires strong collaboration problemsolving skills and adaptability in a fastpaced environment offering valuable insights into financial operations within the insurance sector.
What is in it for you:
Hourly salary of $30.00 to $32.96 based on experience.
12month contract with the potential for permanent employment.
Fulltime position: 37.50 hours per week optional overtime.
Work schedule from 9:00 am to 5:00 pm.
Enjoy the flexibility of remote work.
Responsibilities:
Process requests received through Salesforce and other communication channels collaborating with internal partners advisors and backoffice teams to ensure daily service levels are consistently met.
Perform quality control on transactions troubleshoot issues and escalate complex cases as necessary.
Participate in special projects and assignments adapting to diverse tasks as required.
What you will need to succeed:
Bachelor s degree required.
2 years experience in the financial services industry.
Completion of any required training or courses.
Superior attention to detail and accuracy.
Proficiency in Microsoft Office applications.
Experience with Dataphile or Salesforce (asset).
Successful completion of IFIC Operations Course (asset).
Effective organizational prioritization and time management skills.
Excellent interpersonal and communication skills with all levels of staff.
Ability to work in a fastpaced team environment.
Why Recruit Action
Recruit Action (agency permit: AP2000003) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
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