Administrator, Deposit Operations - Toronto, Canada - EQ Bank | Equitable Bank
Description
The Work:
The Administrator is responsible for a variety of functions within the Deposit Operations group that include Compliance review and assessment, problem resolution, customer, credit union and broker communication, data input and quality assurance.
The Core Responsibilities Of The Job:
35%- Documentation Verification and Processing:
- Ensure all required documentation received from Concentra Trust, account officers, client, credit union or broker has been received in good order.
- Input details accurately into the banking system.
- Ensure verification/peer review is performed accurately and on a timely basis
- Processing may include:
- Applications/new deposits or subsequent contributions
- Search the banking system for existing CIF record or create a new CIF record.
- Redemption requests
- Maturity/renewal instructions
- Transfer requests
- Estate transfers, reregistrations and/or redemptions, tax slip requirements
- Pre-Authorized Deposits (PAD's)
- Broker commission reports and payments
- CANNEX electronic purchase and reconciliation files
- Foreign exchange transactions
- Interest rate changes
- Cash management services to full service commercial clients
- Regular scheduled reporting tasks
- CIF maintenance
25%
- Customer Service
20%
- Compliance
-
10%
- Quality Assurance
10% Reporting and Reconciliation:
- On a daily or periodic basis as required, administrators must balance and reconcile proof suspense or cash in CUC, identifying outstanding items that need to be followed up with the reconciliation department.
- Any unbalanced items must be thoroughly investigated by referring to documentation or instructions received.
- Communicate with the reconciliation department regarding any reconciling items.
Let's Talk About You:
- Minimum 2 years' experience in financial industry
- Postsecondary education
- Experience in RESP/RDSP
- Working knowledge of RESP/RDSP legislation and compliance
- Office Administration experience
- Strong interpersonal and communication skills written and oral
- Superior attention to detail and strong organizational skills
- Selfmotivated with the ability to work with little or no supervision
- Ability to work independently as well as within in a group/team environment
- Strong Customer Service orientation
- Ability to easily build rapport and foster positive relationships with both customers and team members
- Strong active listening skills with the ability to engage with the customer
- Professional and courteous telephone manner
- Able to perform well in a high volume, high intensity environment and multitask
- Familiarity with MS Office (MS Outlook, MS Word & MS Excel)
- Proven ability to thrive in a constantly changing environment and to perform well in a high volume, high intensity environment.
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