Analyst, Broker Management
$74,880–$74,880 year
On-siteMontréal, Quebec, Canada
EXPIREDMontréal, Quebec, CanadaOn-siteFull Time$74,880–$74,880 yearBANKINGEnterprise
Full TimeEnterpriseBANKING
Job Summary
Support broker onboarding, offboarding, and lifecycle processes by maintaining accurate records and coordinating administrative requirements. Manage training oversight for initial onboarding and ongoing education while ensuring compliance standards and audit readiness. Resolve escalated broker and client inquiries, including identity verification documentation, and collaborate with internal stakeholders to drive operational efficiency. Provide day-to-day administrative support for the BrokerEdge team, handling reporting, process tracking, and ad hoc projects to enhance team effectiveness.
Required Qualifications
- Post-secondary education in business, finance, or a related discipline
- 1–3 years of experience in an administrative, operations, or financial services environment
- Strong organizational and time management skills with high attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Excellent communication and interpersonal skills
- Strong problem-solving abilities and sound judgment
- Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
- Team-oriented mindset with a proactive approach
- Ability to handle sensitive information with discretion and confidentiality
- Adaptability and willingness to take on new responsibilities
Desired Qualifications
- Bilingual language skills in French and English
- Experience working with CRM systems or internal workflow tools
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.