- Working on inquiries via phone and e-mail- they have to meet SLAs and think quickly on their feet
- Accuracy is very important
- Investigation is very important
- Very good customer service skills
- Ability to balance or multi-task
- Any knowledge of registered products and any tax knowledge
- Tax Production:
- Support and assist in the generation of ad hoc queries, reporting of statistical trending based on inquiries received by the Helpdesk.
- Generate various Tax slips and filings with CRA as required and provide Partners with necessary calculations related tax financial information
- Responding to inquiries in a call center environment in a timely manner, ensuring information provided is accurate and service levels are met
- Support and assist in the production of various tax products (i.e. T5s, T5008s, T3s, contribution slips etc.), gathering of income payment data, and tax information for Tax reporting.
- Process Optimization:
- Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies.
- Analyze current state processes and perform root cause analysis for any breaks and gaps in process, including but not limited to:
- Finding Data integrity or quality issues
- Independently drive change and solutions for all identified root causes
- Take a risk-based approach in applying innovative solutions to unique problems in differing lines of business and tax products
- Liaise and drive change between multiple stakeholders (Technology, Business Architecture, Operations, Wealth Business lines etc.)
- Recommend and summarize improvements to Management and senior leadership
- Data literacy, process optimization, data technology tools
- Intermediate-Advanced Level Excel: write macros, VBA, formulas, manage data, able to find easier way to complete work, creativity and willing to learn
- Strong verbal and listening skills are essential for this position in providing support and legendary service to our business partners
- Data integrity issues and fix data, provide recommendations
- Drive continuous improvements and perform root cause analysis (find data integrity issues, identify outdated processes and technology used)
- 1-3 years' work experience in analytical roles (data analysis, Operations Analyst, data validation, reporting, and analytics techniques)
- A general understanding of Banking Operations and interest in financial services
- Bilingual - English/French
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Data/Process Analyst - Toronto, Canada - CB Canada
Description
Data/Process Analyst
On behalf of our client in the Banking Sector, PROCOM is looking for a Data/Process Analyst.
Data/Process Analyst – Job Description
Data/Process Analyst – Mandatory Skills
Data/Process Analyst - Nice to Have Skills
Data/Process Analyst - Assignment Start Date
ASAP – 12 months to start
Data/Process Analyst - Assignment Location
Toronto, ON – Work Hybrid