JOB DESCRIPTIONInsight Global is seeking a Service Representative to join a team at one of Canada's largest banking institutions for a short-term project within their Wealth Management organization. This candidate will work on a library of documents and perform remediation tasks, identifying outdated information and reconciling it accordingly. The chosen individuals will have a keen eye for detail and a willingness to learn new tasks, as there will be opportunities to learn various processes that the team handles daily.
REQUIRED SKILLS AND EXPERIENCE-Prior administrative or clerical experience within a financial institution or related field -Great communication skills, both verbal and written-Beginner to Intermediate Excel skills-Experience navigating multiple screens and platforms simultaneously-Completed post-secondary Degree, Diploma or Certificate in Finance, E-commerce, or Administration of a related field-Familiarity with tax forms (US & Canada) NICE TO HAVE SKILLS AND EXPERIENCE-Beginner to Intermediate Excel skills-Experience navigating multiple screens and platforms simultaneously-Completed post-secondary Degree, Diploma or Certificate in Finance, E-commerce, or Administration of a related field-Experience within a Wealth Operations or Investment organization would be a significant asset
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