Analyst, Client Documentation Management - Montréal, Canada - Laurentian Bank

Laurentian Bank

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Seeing beyond numbers

TM
At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive.

Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States.

We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank Securities, a subsidiary of Laurentian Bank Financial Group.

Laurentian Bank Securities is an integrated full-service investment dealer offering a complete range of investment products centralized under numerous business lines.

Laurentian Bank Securities expertise, experience, and innovation enables the group to remain at the forefront of the industry and add value across all of its activities.

This role reports into the Operations Division of Laurentian Bank Securities, reporting to the Manager, Client Document Management.

Core accountabilities:
As an Analyst, you will contribute to operational activities for the organization and be responsible for analysis, opening of client files and document management,

Working as part of a team, you will need to be adaptable and take an active role with continuous improvement activities.

Responsibilities:

o Analyzing and verifying client files (Individuals/Entities) in order to ensure accuracy while

complying with securities requirements and the regulations in effect (AML/ATF, IIROC...)

o Acting on non-compliant client files for the business lines

o Entering client file data in the IBM ISM system

o Ongoing improvement of procedures in place

Qualifications:

o College diploma (DEC)

o Bilingual* (English and French) required

o Autonomy, good organization skills and ability to prioritize

o Team player and client service-oriented

o Proficiency with Word and Excel

o Knowledge of the IBM ISM system an asset

o Securities experience desired

o Knowledge of legal documents (succession, indenture, public registry...) an asset

o Ideally, a minimum of three years experience in the administrative sector
- "Qualifications

Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matterswith internal and external parties in both languages.

"

Additional Information:

Equity, Diversity & Inclusion

Accessibility

Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.

PIPEDA
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

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