Financial Services Operations Clerk

Join Archer as a Financial Services Operations Agent

Archer is an independent firm specializing in financial planning, portfolio management, and insurance for high-net-worth and wealthy clients.

Our mission: to maximize our clients’ wealth, optimize their tax situation, and help them achieve financial freedom with complete peace of mind. We combine rigor, strategic vision, and a human-centered approach to design customized wealth management strategies.

Mission statement

Reporting to the Director of Operations and Compliance, this position provides essential support for the smooth running of insurance and investment operations. The incumbent ensures quality and consistency and plays a key role in customer service.

Job responsibilities

For Example, You Will Have To

• Receive requests from advisors and initiate the various processes that follow
• Process and verify service transactions until they are completed
• Enter and update information in internal systems
• Generate, submit, and file forms related to changes
• Prepare DocuSign Electronic Signatures
• Liaise with suppliers, customers, and external partners
• Receive and prioritize front-line communications (calls and emails)
• Work with the team to ensure thorough follow-up on cases
• Participate in various projects and suggest ways to improve internal processes
• Maintain a professional and efficient customer experience
• Comply with data privacy and security standards

Profile required

• 1 to 2 years of experience; experience in the financial services industry is a plus
• AEC or DEC in business administration, finance, or a related field
• Excellent command of written and spoken French
• Proficiency in written and spoken English
• Proficiency with the Office suite and technological literacy
• Independence, reliability, and a systematic and organized approach
• Rigor and attention to detail
• Communication and teamwork skills
• Ability to manage priorities and workload

Compensation And Benefits

• Bonus Based on Your Performance
• Group Insurance and Pension Plans
• Flexible vacation and time-off policies to better balance work and personal life
• Training and development program
• On-site parking

Environment

• Fair and equitable working conditions
• A culture that fosters a sense of belonging and the development of skills
• An available employer
• Healthy communication
• A spirit of teamwork and collaboration

Apply now!

If you share our values of leadership, transparency, excellence, and teamwork; if you aspire to make a real difference; if you take pride in a job well done; and if you never lose sight of the quality of the customer experience—we’d love to meet you!

Please send us your resume by clicking the “Apply!” button on our website.

The masculine form is used only to make the text more readable.

What is your current status in Canada? * Select an option Canadian citizenship Permanent residence Open work permits Other

Do you have a criminal record? * Select an option No, I have no criminal record Yes, I have a criminal record

What training relevant to the position have you completed? *