Deposit Services Administrative Assistant Manager - Brantford, Canada - Healthcare & Municipal Employees' Credit Union

Healthcare & Municipal Employees' Credit Union
Healthcare & Municipal Employees' Credit Union
Verified Company
Brantford, Canada

3 weeks ago

Sophia Lee

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Sophia Lee

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Description

Position Vacancy

Job Title:
Deposit Services Administrative Assistant Manager

Job Status:
Regular Full-Time


Primary Location:
Brantford Branch / Hybrid Work Available


One (1) Vacancy

Introduction


Do you enjoy working with various business partners and delivering deposit services with a commitment to operational excellence? If you answered yes to both of these questions, then Healthcare & Municipal Employees' Credit Union (HMECU) is the place for you.


Company

Position Overview


As Deposit Services Administrative Assistant Manager, you will be responsible for the day to day operations of all things related to HMECU's deposit broker channels.

You will also be responsible for managing the timely and accurate completion of tasks involving clearing, broker deposits, technologies related to investment services, and provide other administrative support as assigned.

This includes the creation, updating and rolling out of deposit related policies and procedures including Investment Shares.

When required, you will also be responsible for tasks related to estates such as updating the banking system, payout beneficiaries, completing tax slips, communicating with solicitors and closing accounts.


Skill Requirements

Required Experience

  • Certificate or Diploma in Business Administration or related field is preferred;
  • 46 (four to six) years of experience in a financial institution or a financial services sale's environment is preferred.
  • Proficiency in MS Office at intermediate level (Excel, Word, Outlook).
  • Knowledge of DNA banking system strongly preferred.
  • Ability to quickly learn other software(s) to perform job functions.
  • Proven track record of teamwork and collaboration with multiple stakeholders.
  • Strong sense of urgency and work ethic with sense of responsibility, ownership, professionalism, accountability, initiative and ability to meet assigned deadlines.
  • Very good organizational, priority setting, follow up and follow through skills; takes initiative, excellent customer service skills and phone etiquette.
  • Good interpersonal and conflict management skills with a high level of professionalism, diplomacy, patience and sound judgment.
  • Good English communication skills, written and oral.
  • Selfmotivated, selfdisciplined, with ability to work independently with minimum supervision.

What you'd be doing:


  • Managing the day to day operations of tasks related to HMECU's deposit broker channel and Investment Share offering;
  • Act as the Liaise with the Canada Revenue Agency (CRA) and Trustee;
  • Prepare and submit as applicable, month end, yearend and annual remittances and reconciliations;
  • Liaise with the CRA and Trustee on T5s, non residence reporting, T4 RSP, T4 Rif, TFSA rejections/submissions;
  • Review, and update appropriate staff and HMECU documentation with Trustee changes to manuals and processes;
  • Administration consisting of preparing and maintaining documentation and reporting of specific registered and non registered products such as GIC's, TFSA's, RRSP's, RRIF's, and FHSA's;
  • Plans and executes audits of transactions, activities, and accounts of the registered and nonregistered areas of the credit union and its subsidiaries. This includes ensuring compliance with regulations, policies and procedures.
  • Processes member requests around membership and associated accounts and investments related to Broker and Investment Shares.
  • Act as Estate specialist and Administrator, including reviewing, analyzing and processing transactions related to Deceased and Estate Accounts.
  • Reviews and evaluates administrative policies, procedures and practices and develops and implements new or revised policies, procedures and practices to improve;
  • Identifies breakdowns in controls and opportunities to improve existing policies, procedures, processes, and risk management techniques; recommends and implements solutions;

Other Duties and Responsibilities

  • Other duties as assigned


If you have a positive attitude, a desire to learn and passion for seeing things come to life than HMECU is the place for you.


  • Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so that arrangements can be made._
We thank all applicants for their interest, however, only those selected for an interview will be contacted.


Job Type:
Full-time One (1) Full - time vacancy


Primary Location:
Limeridge Branch / Brantford Branch - Flexible within Branch Network


Hours of Work: 35 hours per week


Benefits:
YES. At HMECU we offer a very comprehensive Benefits Package. 100% Employer Paid Benefits for STD, LTD, Life Insurance, Extended Health, Dental Coverage and Employee Family Assistance Program.


Pension: 7% Employer Contribution to our D
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