Financial Services Associate
Type
Full-Time
Location
Dunnville
Employer
North Shore Financial
Wages
TBD
Positions
1
Bus Route
No
Posted
Expires
Hours of Work
Week days
Duties
Office environment experience
Customer Service experience
Financial Services experience an asset
Data entry
Qualifications
STRONG computer skills as our office is completely 100% digital, with high cyber security to protect our data base.
- Windows 11, Adobe, Microsoft 365
Experience scanning documents and uploading into the company data base.
Set up client files and label them to follow suit with the company over all filing system.
Help the team over see our client email portals
Experienced in email operations: Shows extensive experience in executing email-related tasks and strategies.
Proficient in Call Handling: Efficiently handles phone calls, including managing inquiries, providing information, and directing calls appropriately.