Financial Security Technician B (Night) responsible for client support and administrative tasks in insurance and retirement services. Communicates with clients and advisors regarding various inquiries and solutions.
Responsibilities
Follow up on Investment and Retirement client requests
Support advisors and sales partners
Perform various calculations and compilations related to quote requests
Communicate with external advisors
Carry out general administrative tasks
Process various transactions in designated computer systems
Greet visitors and respond to information requests
Requirements
College diploma
A life/personal insurance license is an asset
Strong verbal communication skills
Fluency in spoken and written French
Advanced proficiency in spoken and written English
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