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Posted 11 days ago

Agent(e) support aux conseillers et aux opérations

@ SFL Gestion de patrimoine

Dieppe, New Brunswick

Full-time
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SIGNALS

Responsibilities:

  • Assurer le suivi et la mise à jour des dossiers clients
  • Valider les informations et la qualité des documents
  • Coordonner les étapes de traitement avec les intervenants
  • Soutenir les conseillers dans leurs activités quotidiennes
  • Contribuer à l'amélioration des procédures internes

Requirements summary:

  • Personne organisée, proactive et motivée
  • Intérêt pour les opérations en épargne et en assurance
  • Rigueur dans la validation des dossiers
Source and dates

Job-board feed · jobillico

Employer posting date
2026-10-27
First seen by our source
2026-10-28
Source record updated
2026-11-06

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentCustomer service
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesFrench

Summary and details written by AI from the posting; the employer’s posting is the authority.

SFL Gestion de patrimoine

FieldValue
Open jobs on Jobsy6
Job description

Fais le saut dans le monde des services financiers!

L’équipe du centre financier est à la recherche d’une personne organisée, proactive et motivée qui souhaite évoluer dans un environnement stimulant, au cœur des opérations en épargne et en assurance.

Ton rôle

En tant qu’Agent.e – Support aux conseillers et aux opérations, tu seras un partenaire clé des conseillers. Tu assureras le suivi, la qualité et la fluidité des dossiers clients, tout en contribuant à offrir une expérience professionnelle rigoureuse et efficace.

Un rôle qui se démarque

  • Tu travailles directement en collaboration avec des conseillers financiers partenaires à notre centre finanicer
  • Tu touches concrètement aux dossiers en épargne et en assurance
  • Tu développes une compréhension réelle des opérations en finances
  • Tu joues un rôle clé dans l’efficacité et la qualité du service

Responsabilités principales

  • Assurer le suivi et la mise à jour des dossiers clients
  • Valider les informations et veiller à la qualité des documents
  • Coordonner les étapes de traitement avec les différents intervenants
  • Soutenir les conseillers dans leurs activités quotidiennes
  • Contribuer à l’amélioration des procédures et du fonctionnement interne

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