Financial Services Representative

Direct message the job poster from Altis Recruitment

Recruitment Partner | Professional & Financial Services | Altis Recruitment

Our client, a leading national financial services firm, is seeking a Bilingual Financial Services & Operations Representative to join their team in Montreal. This is an initial 6-month contract, with the strong possibility of an extension.

In this role, you will administer financial transactions and support key client accounts while assisting with critical monitoring and reporting activities.

This exciting hybrid position offers the opportunity to gain extensive industry experience while contributing to a fast-paced and collaborative environment, supporting a diverse customer portfolio.

Responsibilities:

• Administer both financial and non-financial transactions across various account types, including mutual funds.
• Manage Registered and Non-Registered client account...