Securities Advisor supporting Desjardins clients and advisors with account administration, transactions, and documentation. Managing inquiries, reporting, and compliance - related operational tasks.
About the role
- Shared Service Advisor supporting University of Alberta staff with HR and Finance inquiries. Providing process guidance, issue resolution, and service improvement through hybrid work in Edmonton.
Responsibilities
- Provide comprehensive advice and support through various channels for HR and Financial processing inquiries and requests.
- Escalate matters outside the role’s scope to the appropriate Shared Services team or Centres of Expertise.
- Listen to staff and stakeholders to understand needs and desired outcomes, using empathy and intentional communication for difficult or sensitive interactions.
- Gather relevant information to process, prioritize, and categorize staff interactions.
- Address and resolve inquiries using university systems, programs, policies, procedures, requirements, and options.
- Anticipate needs and provide subject matter expertise, professional advice, and recommendations beyond the initial request.
- Collaborate with the Staff Service Centre team, team lead, and other Shared Services members to share knowledge and support learning.
- Document and manage client interactions in a Service Management tool, including detailed notes and appropriate routing.
- Deliver high-quality service, meet performance standards, and ensure a superior client experience.
- Contribute to continuous improvement initiatives and projects.
- Update and manage the knowledge base, chatbot, and other self-service resources.
Requirements
- Diploma in a related area.
- Minimum of one to three years of Human Resources, Finance, or administrative service delivery experience in a large, complex, metrics-driven service delivery environment.
- Excellent written and verbal communication, with a demonstrated attention to detail.
- Resume and cover letter required.
- Ability to work in a large, complex, metrics-driven service delivery environment.
Benefits
- Comprehensive benefits package
- Terms and conditions of the collective agreement between the Governors of the University of Alberta and the Non-Academic Staff Association (NASA)
- Hybrid work arrangement with a mix of remote and in-person work
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