Financial Security Technician B

Posted 11 hours ago

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About the role

  • 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

Benefits

  • Financial security program
  • Defined benefit pension plan
  • Group insurance for you and your family
  • Flexible schedule
  • Paid time off
  • Telemedicine service
  • Employee Assistance Program (EAP)

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

HybridLongueuilCanada

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