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Process Digitization Intern

Equitable Financial Inc.

  Publié: May 19, 2021

  Emplacement: Nepean, Ontario

  Programme de stages: Digital Tech

  Échelle salariale: $30,000 - $40,000

  Heures par semaine: 30

  Date de début: July 5, 2021

  Date de fin: December 31, 2021

Description de l'emploi

At Equitable Financial Group, we take pride in taking the proper procedures to satisfy the clients we work with. We are determined to ensure the best interests of our clients and keep their business confidential. The majority of our data collection forms and processes are currently paper-based. In today’s ever-evolving digital environment, it is important that we transition from paper to secure electronic forms. For instance, our client fact sheets need to be translated into digital forms that are accessible and easy for our clients to complete. We also need to have a secure and compliant cloud-based CRM system that can be accessed by staff and clients from any location for the purposes of record keeping, client management, and task management (including task prioritization, communications, and aggregated reporting.)

Devoirs et responsabilités

As a Process Digitization Intern, you will:
• Analyze and evaluate existing processes and make recommendations for digitization;
• Evaluate compliance and risk management considerations for all processes to be digitized;
• Interview internal staff in order to set guidelines and system requirements.
• Conduct research on various CRM platforms (e.g. Sales Force, Microsoft Dynamics 365, etc) to find a suitable, adequate and cost effective solution to handle our various requirements;
• Implement CRM system and begin digitization process;
• Ensure digital documents are compliant with relevant standards and maintain confidentiality.

Connaissances et compétences

The successful intern will have a strong understanding of customer relationship management systems. You will have superior communication skills, and the ability to communicate technical information to a non-technical audience. Your knowledge and skills will include:
• exposure to digitization and automation in a financial environment;
• experimenting with digitization solutions; and, working with large, complex data sets to build models and leverage data visualization tools;
• knowledge of the software used to create secure forms (ex. ADOBE Creative Suite);
• advanced knowledge of Excel, Word, Outlook and PowerPoint;
• an above-average problem-solving skills and attention to detail; and;
• a results-oriented personality.

Knowledge of the financial industry would be considered an asset.

Éducation requise

A degree or diploma in information technology, business administration, finance, or other related field.

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