Data Entry Clerk

Toronto, ON | Temporary

Job ID: 52553 Industry: Administrative/Office Support

Position Title: Data Entry Clerk

Pay Rate: $ 17 /hour

Start Date: 10/23/17

Duration: 6 months 

Location: Yonge and Bloor

Must have:

  • Excellent oral, written, interpersonal and relationship building skills
  • Ability to work independently, be a good problem solver, show initiative, and display good organizational skills
  • Proficient with Microsoft Office products - outlook, excel with a lot of reporting, web based system navigation
  • Customer service
  • Cash processing
  • Fast paced
  • Data entry minimum 45 wpm

Nice to have:

  • Understanding of securities industry regulations, procedures and legal framework
  • Understanding of the Financial Planning business is an asset


  • Build and maintain strong working relationships with a dedicated group of Financial Planners, support staff and other departments 
  • Respond to Financial Planner inquiries to ensure satisfactory resolution of all concerns, coordinating responses with other departments as necessary
  • Investigate, resolve, and follow up on Financial Planner and client issues, providing viable solutions or options
  • Efficiently manage Financial Planner expectations and concerns through strong communication skills, both verbal and written
  • Process cash movement and frequent purchase plan instructions from FP
  • Proactively manage activity within the accounts, taking ownership of each transaction
  • Actively look for ways to reduce the Financial Planners daily administration, allowing the Financial Planner to focus on sales
  • Prioritize and manage workflow to ensure quality, efficiency, and ensure deadlines are met; be flexible in adjusting to changing work priorities
  • Ensure all personal work meets audit and compliance standards

To apply, please click Apply Online or submit your resume by email to:

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Accommodations are available upon request to support your participation during all stages of the recruitment process.

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