Record Keeping and Administration Clerk
Are you collaborative, innovative, and enjoy visionary thinking? Are you a self-motivated individual who is hardworking with proven work history? Are you forward forward-thinking, creative individual who willingly takes ownership of complex and challenging initiatives? Then, Apply Now!
Working with one of the top financial clients, this role calls for a Record Keeping and Administration Clerk who will be a part of the Investment Support Group Team under Investment Services to oversee the administrative duties related to the management and record keeping of client communications. This role will focus on the mailing aspect of record-keeping and administration.
Responsibilities:
- Receive client transfers and mail them out appropriately.
- Manage the return mail volumes as they come in.
- Invalidate the address in the system.
- Store processed items for record-keeping.
- Check processing involving reconciling values in the system and then sending them out.
- Ensure that the correct documentation is being completed for each task
- Verification of data in reports versus source systems to ensure quality.
Desired Skill Set:
- Previous experience with Microsoft Suite, including Office, Teams and Excel.
- Attention to detail.
- Good organizational and communication skills
- Positive attitude
- Team Player
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