Administrative Support Clerk Wealth Management

Enhance your career with CLIC as an Administrative Support Clerk in Wealth Management. This office-based role focuses on managing electronic documents and supporting the Wealth Operations team.

CLIC is a prominent Canadian financial services cooperative seeking a full-time Administrative Support Clerk. This essential role facilitates the success of teams in Individual Insurance and Wealth Management by managing incoming documents, preparing cheques, and distributing reports. The ideal candidate will have strong organizational skills and the ability to adapt in a dynamic environment.

Key Responsibilities:

• Manage electronic documents via OnBase, email, and fax

• Distribute cheques for Individual Wealth and Group Retirement

• Update bad address statuses for returned mail

• Distribute daily reports to relevant departments

• Upload documents to SharePoint and other portals

Requirements:

• 1-2 years experience in Wealth Management

• Some post-secondary education completed

• Proficient in Microsoft Office

• Excellent organizational and detail-oriented skills

• Basic keyboarding proficiency

Thrive with CLIC in this pivotal role supporting the Wealth Management team in achieving their goals.
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