ABOUT US

Operations Agent

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Cultivating a culture of high trust, PEAK strives to maintain an environment of collaboration, and family-like relations among employees. We have draws for your favourite show or sport, birthday celebrations among teammates, and social committee activities that consider your preferences! 

The PEAK Financial Group is a private, dynamic, and fast growth company that values creating its own future while developing opportunities for personal growth for everyone. Having an entrepreneurial spirit, we value leadership and, working as a team, the development of new ideas. Our values are those of the authenticity, respect, personal growth and ethics.

Summary

This is an excellent opportunity for a student or someone looking to broaden their experience in the financial services industry by learning about mutual fund, insurance and securities transactions. The candidate will gain a good understanding of the industry and its regulatory standards.

Your Contribution

  • Fax necessary documents to mutual fund companies
  • Prepare day-to-day documents: scan and index documents in the centralized Laserfiche imaging system
  • Process internal transfer requests (transfer of assets or transfers in kind) for registered and non-registered accounts
  • Follow up on transfer requests to ensure that client accounts are in order
  • Help reconcile incoming transfers in kind
  • Process management fees
  • Execute day-to-day transactions on multiple platforms: buys, sells, switches and contributions to registered and non-registered accounts
  • Deposit cheques and reconcile deposits
  • Help maintain client account data
  • Perform any other duties required to support the operational team

Competencies

  • Quick learner
  • Ability to work in a team environment
  • Ability to work in a structured, coherent manner
  • Ability to communicate effectively in English and French (written and spoken)
  • Good work ethic
  • Attention to detail (essential for this position)
  • Ability to perform routine tasks
  • Excellent time management 

If you think you have what it takes to flourish and prosper in the PEAK family, please send your resume to:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it. .

We wish to thank all those who have applied but we will communicate only with those candidates selected for interviews.