Adjustments Specialist at Investia

Elevate your career with Investia Financial Services as an Adjustments Specialist in Quebec. You'll resolve financial errors in client accounts while ensuring compliance and quality standards.
As an Adjustments Specialist at Investia, you will play a vital role in correcting financial and non-financial discrepancies. Your responsibilities include reviewing Letters of Indemnity, verifying documentation, and collaborating with internal teams to maintain compliance and accuracy. This position offers an environment focused on teamwork and professional growth.
Key Responsibilities:
• Review and process Letters of Indemnity for accuracy
• Verify documentation and signatures to ensure compliance
• Perform corrections in internal systems adhering to instructions
• Identify missing information and complete necessary follow-ups
• Collaborate with advisors and internal teams for resolution
Requirements:
• 1-2 years in financial services or customer service
• Strong a...