Deposit Administrator - Toronto, Canada - Peoples Group

Peoples Group

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

About us:

Peoples Group is a boutique Financial Institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 30 years.

Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture here at Peoples Group is formed by our values; Strength-Based, Relationship Focused, and Passionate Execution. We believe people don't choose a company to work for, they choose a company to _join_. We also believe that people come first and each day we strive to be willing, trustworthy, and creative.

About the work environment:

Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home.

Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start & end times.

About you:

You are a highly motivated and skilled Deposit Administration Representative able perform a variety of administrative duties that includes non-client facing account openings, deposit processing, reconciliations, and Agent account processing.

A proven record in teamwork, efficient delivery and experience working in the financial services industry is a plus.

About you / qualifications:

Good understanding of reconciliation of electronic payment items for exchanges and settlements and return items to our Clearers.
Good understanding of the Canadian Payment Systems and Rules
Understanding of back office clearing and centralized payments
Minimum of 23 years of experience in administrative and/or customer service role with Financial Services experience
Good understanding of Estate processing
Excellent communication skills, both verbal and written and exceptional dispute resolution skills
Commitment to providing a high standard of service
Demonstrated ability to deal with clients, external and internal partners and solve problems effectively.
Strong attention to detail, effective organizational and time management skills
Adaptable and able to work well under pressure and deadlines with mínimal supervision.
Ability to multitask and maintain a commitment to accuracy and timeliness
A selfstarter who can work independently and as part of a team
Strong computer skills with proficiency in Word, Excel and Outlook
Experience with the DNA Platform/Fiserv and/or PPLUS an asset
Experience in Electronic Payment reconciliations using APS Application
Experience working in the Fintech/ Banking sector is an added advantage

About the day-to-day:

Accurately process new client account openings in complying with Peoples Account Opening policies and procedures along with adhering to AML/KYC compliance
Accurately process new Business Account Openings relating to chequing or nonchequing products
Ensure department policies and procedures (i.e., privacy protection, AML/KYC) are followed when servicing clients and performing account maintenance.
Perform financial adjustments and nonfinancial maintenance when necessary to ensure that customer and business expectations are met.
Keep up to date with new legislation regarding Peoples Groups Deposit products and services
Maintain knowledge of regulatory and AML/KYC compliance impacting your daytoday work
Backoffice functions relating to various daily GL Reconciliations, Return Items, Wire transfers, departmental DNA postings
Agents includes Agent registrations, reregistrations, transactional postings, and monthend responsibilities commission payments, reporting
Responsible to ensure work is balanced at end of day
Trouble shoot requests from CSRs in issues relating to banking system, account opening or related administration tasks
Participate and assist with any new upgrades to the DNA banking platform
Assist with the development of procedures and processes where appropriate
Administrative tasks filing, uploading documents to portal, scanning, etc.
Responsible to ensure coverage of primary responsibilities are met when out of office
Contributes willingly to supporting the team in all daytoday assigned duties and responsibilities.

NOTE:
Please accept our utmost appreciation for your interest; however only those applicants under consideration will be contacted. Peoples Group is an Equal Employment Opportunity employer.