31 Oct 2019

Full-time Client Representative

CCMBC Legacy Fund – Posted by kaylee.walker Anywhere

Job Description

CCMBC Legacy Fund Inc. (Legacy), an associated charity of the Canadian Conference of Mennonite Brethren Churches (CCMBC), provides financial services and resources to CCMBC and MB churches across Canada.  We are seeking a full-time Client Representative to work in our Winnipeg office.

Key Responsibilities

  • Respond to client needs and inquiries by phone and email
  • Process investment and loan transactions, including but not limited to
    • Open new Loan, RRSP, TFSA, and Cash accounts
    • Process daily and recurring withdrawal requests and RRIF payments
    • Process loan advances
    • Prepare bank deposits
    • Post new investments and loan payments
    • Process and post internal transfers of funds
    • Assist in preparation and mailing of client statements
  • Other duties as required may include, but are not limited to
    • Filing and file organization
    • Assist Mortgage and Client Account Manager with other loan and investment related functions

Attributes and Skills

We are seeking a Christ follower with a strong commitment to their local, evangelical church and who is in alignment with the Mennonite Brethren confession of faith. In addition, the candidate should possess the following skills and attributes:

  • Detail-oriented, extremely well organized, and able to manage time
  • Self-starter with investigative initiative and problem-solving skills
  • Ability to work independently, but also as part of a team
  • Accurate keyboarding and data entry skills with an aptitude for numbers
  • Excellent oral and written communication skills in the English language
  • Excellent interpersonal skills
  • Ability to maintain confidentiality

Qualifications

Preference will be given to a candidate possessing the following experience:

  • Strong computer literacy with an advanced working knowledge of Microsoft Office products
  • Experience in an administrative role
  • Experience in an accounting/financial environment

Applications will be accepted until the position has been filled.

How to Apply

If you would like to be a part of this ministry, please send a resume with a cover letter explaining why you think you would be a good candidate for this role to LegacyHR@mbchurches.ca or contact Bertha Dyck at 204‑669‑6575 or toll-free at 1‑888‑669‑6575.

Job Categories: finance. Job Types: Full-time.

Job expires in 31 days.

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