Administrative Assistant / Customer Service

Jascott Financial Management Inc. is a full service tax and accounting firm located in Montreal. Since our founding, we have built a firm that specializes in helping our clients with problems they may have. Our mission and purpose is to provide affordable products and services that relieve the small-to-medium sized business owner or manager the headaches of the financial aspects of their business.

We are looking for Administrative Assistant with a strong customer service mindset who are reliable, dependable, hardworking, and caring individuals to add to our growing virtual care team! You will work remotely to support our operation by providing assistance via telephone, email and overseeing and managing the daily functions of our Deposit Operations department from our existing and potential clients.

Essential Duties:

• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
• Record and modify customer information within the database.
• Assist in maintaining daily/weekly/monthly payments reporting for financial, transaction and other statistical data.
• Overseeing consumer and business related deposit services and operations including specialty accounts such as Trust, Estate, IRS and Health Savings accounts.
• Ensuring consistent, accurate and timely delivery of service to members and line of business partners.
• Set clear and consistent performance expectations and providing clear and actionable feedback.
• Performs general administrative tasks (e.g. e-mail, telephone, etc.)
• Accurately document and process customer claims in appropriate systems.
• Assists the Finance Manager in coordinating and overseeing payment processing, check (share draft) processing, inclearings, debit cards and all E-commerce products such as: Internet Banking, Mobile Banking (Commercial & Retail accounts), Positive Pay, Instant Issue, Bill Pay, Person-to-Person payments and Treasury services.
• Cash Management Operations, Electronic Payments, Wire Transfer, Item Processing, and Digital Channels.
• Listen to customers, understand their needs, and resolve customer issues.
• Handle inbound and outbound contacts in a courteous, timely, and professional manner.

Qualifications:

• High School Diploma/GED is a must
• Must be over 18
• Excellent written and verbal communication skills
• Previous experience in office administration or other related fields
• Strong organizational skills
• Strong attention to detail
• Ability to prioritize and multitask

Benefits:

• Tuition reimbursement.
• Career advancement opportunities.
• Work-at-Home Opportunity
• Extended medical and health coverage that includes medical, dental and vision.
• Paid holidays and generous paid time off.

We offer a competitive salary, generous employee benefits and a business causal workplace environment. This position is full time, M-F, 9am-5pm.

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