ABOUT US

Imaging Clerk and Receptionist - Contract

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Cultivating a culture of high trust, PEAK strives to maintain an environment of collaboration, and family-like relations among employees. It will be exciting, with fast paced work and many new opportunities to surpass yourself. You have a strong entrepreneurial spirit and no shortage of courage. Put your ideas forward and grow with us.

Come Make a Difference!

Working closely with the advisor services and administration team, you will be responsible for preparing day-to-day documents for scanning and indexing through the centralized Laserfiche system, and managing archives and discarded documents. You will also take on receptionist duties as needed.

What you'll do

  • Manage and maintain all revenue generated data into non-registered accounts
  • Prepare documents for scanning and ensure that they are classified appropriately
  • Scan documents from all our systems
  • Index documents and validate indexing for documents indexed through the central Laserfiche system to ensure it is done correctly, with no technical or other errors
  • Search for archived documents
  • Label archive boxes and prepare a spreadsheet
  • Communicate with the archive company as needed
  • Cover reception as needed

 What we’re looking for

  • High school diploma
  • Relevant experience in a similar role
  • Ability to communicate effectively in verbal and written communication
  • Capacity to work both in French and English

Role success factors

  • Independence, creativity, initiative and the ability to understand the company's architecture and business goals
  • Proven professionalism and discretion
  • Structured, consistent approach to work
  • Excellent interpersonal skills
  • Organizational skills

About PEAK

Making a real difference in the lives of Canadians is our raison d'être. Improving the quality of people's lives through better use of their money is our mission. PEAK is the Canadian leader when it comes to fully independent advice.

For 27 years, PEAK has consistently expanded its horizons and now has more than $10 billion in assets under administration.

With 1,500 Advisors, registered professionals and employees across Canada, PEAK has always been in the lead, yet has never lost sight of its values and mission.

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