Financial Services Operations Agent

Join Archer as a Financial Services Operations Agent

Archer is an independent firm specializing in financial planning, portfolio management, and insurance for affluent and wealthy clients.

Our mission: maximize our clients' wealth, optimize their taxation, and help them achieve financial freedom with serenity. We combine rigor, strategic vision, and a human approach to design tailored wealth management strategies.

Job Mission

Reporting to the Director of Operations and Compliance, this role provides essential support for the smooth functioning of insurance and investment operations. It ensures quality control and uniformity and is a key role in customer service.

Job Responsibilities

You will, for example, be responsible for:

• Receiving advisor requests and initiating the various processes that follow
• Processing and verifying operations until completion
• Entering and updating information into internal systems
• Producing, transmitting, and filing forms related to changes
• Preparing electronic DocuSign submissions
• Maintaining liaison with suppliers, clients, and external partners
• Receiving and prioritizing first-line communications (calls and emails)
• Collaborating with the team to ensure rigorous case tracking
• Participating in various assignments and proposing improvement ideas to optimize internal processes
• Maintaining a professional and effective customer experience
• Complying with data confidentiality and security standards

Desired Profile

• 1-2 years of experience in the financial services field
• AEC/DEC in administration, finance, or related field
• Excellent written and spoken French
• Good written and spoken English
• Proficiency in the Office suite and technological ease
• Being autonomous, reliable, methodical, and structured
• Having rigor and attention to detail
• Ability to communicate and collaborate in a team
• Capacity to manage priorities and volume

Compensation and Benefits

• Performance bonuses
• Group insurance and retirement funds
• Flexible vacation and leave for a better balance between professional 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 competence
• An available employer
• Healthy communication
• Team spirit and collaboration
• ‍Apply Now!

If you share our values of leadership, transparency, excellence, and complicity, aspire to make a real difference, enjoy doing things well, and never lose sight of the quality of the customer experience: we would be delighted to meet you!

Please send your resume via the "Apply!" button on our website.

*The masculine is used only to lighten the text.*

Employment Type: Full-time

Compensation: Starting at $45,000 per year

Benefits

• Paid time off
• Company events
• Retirement plan
• On-site parking
• Prescreening Questions:
• Are you a Canadian citizen or permanent resident?

Education

• DEP/AEC or Certificate (Required)

Experience

• Customer service: 1 year (Required)
• Location: Hybrid remote work in Quebec City, QC G1W 4W5