Operations Support Representative - St. Catharines, Canada - Meridian Credit Union

Meridian Credit Union

Verified Company

St. Catharines, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Why Meridian?

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At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

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Find our story here

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About Meridian**:

Our Wealth practice

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At Meridian Wealth we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey. We are a group of passionate wealth professionals that are approachable, empathetic and don't take ourselves too seriously.

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As an Operations Support Representative - Wealth & Estates

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You will assume responsibility for providing a reliable, central point of contact to enable internal delivery staff, corporate partners, external contacts such as Solicitors, Trustees and Wealth Partners for all process and product support.

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The Operations Support Representative will be proactive, forward-thinking, collaborative, resourceful and influential. You will be responsible for maintaining high standards of Member service, contributing to quality control and operational efficiency within the Estates team to contribute to a positive Member experience.

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What you will do

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Create a consistent and positive experience for our partners and ultimately our Members.
Maintain working knowledge of Meridian's products and services to provide support to branches to fulfill deceased member file requests.
Keep abreast of system changes and/or projects that may have a direct or indirect impact on operational processes, including acting as a Subject Matter Expert on crossfunctional teams.
Maintain a high level of communication within Operations and Delivery to deliver quality and meet service standards.
Escalate issues, situations, or problems appropriately as they arise to the Manager of Estates.
Maintain knowledge of regulatory changes assessing the need to create or update existing policy and procedures.
Collaborate with your team to update internal procedures as processes change and/or improve.
Communicate bottleneck and pain points effectively if they are encountered in daytoday work; continuously look for ways to do things better.
Support development of all Estates Team Operations staff by providing training opportunities including ongoing crosstraining and knowledge transfer.

How you will succeed

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Minimum of 3 years' experience working within the financial services industry.
Experience in providing advice and direction including, but not limited to: Wealth and deceased branch processes, Meridian products and Mutual Fund administration support, and compliance.
Expert working knowledge of business unit's risk and regulatory requirements, such as: FSCO, CRA, OFSI, MFDA, HRSDC, DICO, Credit Union By-Laws etc.
Mutual Fund License is an asset.
Exceptional relationship and communication skills combined with the ability to make decisions, recommendations; providing advice and direction including managing difficult situations where influencing and persuasion is required.
Capable of assessing impact of decisions on immediate, medium term, and longterm outcomes forward thinking outlook.
Demonstrated ability and creativity in developing and implementing process improvement initiatives.
Ability to work independently, take initiative, prioritize work and be flexible.
Advanced knowledge in

Microsoft Office:
Word, Excel, Power Point, Outlook, Teams

Knowledge of the following as well is an asset: Estates registered plan administration, Deceased year end reporting, Class A shares, Mutual Funds, Succession Act.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members which is very important to us.

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What's in it for you?

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We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.

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You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world

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Hybrid work arrangements with in-person office time to collaborate, innovate and form relationships with your colleagues

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This isn't your typical "corporate" job. We work hard and we have fun.

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Our story

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**Meridian is Ontario's largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate office