Client Experience Agent simplifying investment and personal finance support for Wealthsimple, Canada's leading fintech. Resolving complex client issues across email, chat, and phone.
About the role
- Administrative Agent managing data entry and collections tasks at Iceberg Finance in Toronto, Ontario. Collaborating on automotive and personal finance solutions in a hybrid work environment.
Responsibilities
- Enter data into client files based on requests from collections agents
- Assess losses
- Verify invoices and ensure accounting payments
- Handle collections files and follow up on auto-related cases
- Send release letters
- Conduct administrative research
- Format Excel spreadsheets
- Send out letters
- Schedule and follow up on appointments (towing, repairs, etc.)
- Submit investigation requests
- Perform other various administrative tasks
Requirements
- Experience in customer service
- Comfortable with computer software, especially Excel
- Detail-oriented, meticulous, organized, and show good judgment
- Collaborative mindset and enjoy teamwork
Benefits
- Group insurance
- RRSP plan
- 3 weeks vacation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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