Univeris jobs

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Adjoint(e) Services financiers
Synergie Hunt International Laval - Laval, QC
Connaissance du système UNIVERIS; Adjoint(e) administrative Services financiers....
Sponsored by Jobillico

Compliance Analyst

Sun Life Financial - 381 reviews - Waterloo, ON
Microsoft Power Point, Excel, Lotus Notes, Univeris, eCISS, Customer Service Workbench (CSW), MLIF. Reporting to the Manager of Compliance, the Compliance...

Advisor Assistant

London Life - 41 reviews - Burlington, ON
E xperience with Univeris software is an asset Superior written and verbal communication skills with an ability to respond promptly to requests;...

Administrator - Financial Services

Fox Financial Inc. - Edmonton, AB
Duties and responsibilities: * Assist in data processing * Assist in client follow up * Meeting prep * Document prep * Filing * Data gathering * Greeting...
Easily apply

Administrative Assistant to Multiple Financial Advisors

Investia Financial Services & Panorama Wealth Mana... - Kanata, ON
Knowledge of Univeris is a benefit. Established Wealth Management practice in Ottawa/Kanata seeks a self-starter with strong communication and organizational...
Easily apply

Customer Success Analyst, Tier 2

Univeris Corp - Toronto, ON
As a Tier 2 TCSA you engage with and support the Univeris "Self-Service" client enablement model (Tier 0) and Business Specialist Customer Success (Tier 1)...

Client Service Representative

FundEX Investments - Vaughan, ON
• Knowledge of Univeris and document imaging systems an asset. This position will report into the Manager, Client Services....

Branch Auditor

Qtrade Financial Group - Toronto, ON  +1 location
Experience operating in a Credit Union system and familiarity with Univeris and Dataphile is an asset; Hard Working, Humble and Smart....
Easily apply

Représentant service à la clientèle

GROUPE FINANCIER PEAK INC. - Montréal, QC
Traiter toutes les demandes de services des conseillers, des adjoints et des sociétés de fonds communs de placement à l’aide de divers systèmes (RPM, Winfund,...
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Recruiter

UNIVERIS - Toronto, ON
Founded in 1991, UNIVERIS has over 100 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform....
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Development Team Captain

Univeris Corp - Toronto, ON
Founded in 1991, UNIVERIS has over 100 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform....

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