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Specialized Office Clerk at Mindlance

Specialized Office Clerk

Mindlance Montreal, MO Full-Time
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Job Description:

Acts as an information and communication distributor for an office. Technical skills include the ability to multitask, organization skills, and proficiency with computer software


Key Accountabilities:

·         Performs clerical general work under direct supervision including the following: collating, sorting, inserting, folding materials, filing, checking or verifying data, completing routine forms and maintaining records.

·         Clerical duties are assigned in accordance with the office procedures of the work site and might be performed in the following areas: Accounting, Collection, Filing, General Office, Inventory, Mail, Payroll, Statistical or Word Processing

·         May require specialized knowledge to assist projects in different business functions Knowledge and Experience

·         High School Diploma or GED

·         2+ years administrative/customer service related experience

·         Ability to keep information organized and confidential

·         Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint

Daily Responsibilities:

·         Transferring client holdings from one registered plan to another in kind

·         Minimum 5060 client CART requests completed per day

·         Ensuring that the transaction is accurate as gain/losses can occur

·         Ensuring that GLs are balanced on a daily basis


Must have Skills:

·         Investment Knowledge

·         Knowledge of Mutual Fund Units

·         Financial Background



Proficient in English, reading, writing and communicating. Nice to be Bilingual

Recommended skills

Customer Service
Clerical Works
Office Procedures
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