Senior Administration Officer (Dealer Adjustments)
Job Overview
Job title: Senior Administration Officer (Dealer Adjustments)
Job description: Description de l’emploi
Seeing beyond numbersº
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 2,800 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 LBC Tech, a subsidiary of Laurentian Bank Financial Group.
The incumbent is responsible for the daily administration, processing of financial products and error corrections in accordance with B2B Bank Tech’s standards, policies, and procedures. The incumbent is also responsible for maintaining, updating reports, and answering internal clients’ inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.
Responsabilités
.º Analyzes, documents, and accurately executes routine self-directed mutual fund transactions using various computer systems, within set parameters and timelines.
º Prioritizes and schedules transaction processing, working within the accepted industry and department established time frames.
º Administers and processes product specific financial or non-financial transactions, according to B2B Bank Tech’s standards, policies, and procedures.
º Monitors the incoming document queue to ensure processing according to B2B Bank Tech’s service standards.
º Researches and answers inquiries from internal business partners, such as Customer Service, regarding products and processing issues.
º Maintains good working relationships with internal and external clients.
º Escalates and makes recommendations to the appropriate authority about any inquiries or issues that are beyond their scope.
º Verifies own work in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements.
º Completes daily workload within strict timeframes set by B2B Bank Tech’s and addresses any issues with the manager.
º Participates in department meetings and contributes to the planning process of achieving departmental and personal goals, as well as communicates any problems or concerns.
º Submits recommendations to improve work processes to the manager.
º Keeps abreast of legislation, policies, and procedures, which relate to products and services.
º Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function.
Qualifications
.º Post-secondary degree or diploma in Business or in a related field.
º 2 to 3 years of work experience related to administration or processing within a financial institution is required for the role.
º Excellent analytical skills to perform investigative work due to escalated issues.
º Completion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is preferred.
º Knowledge of mutual funds, self-directed products, securities, and lending products.
º Excellent attention to detail and accuracy.
º 35 to 40 words per minute typing/keyboarding speed; accuracy is essential
º Must possess intermediate to advanced skills in MS Excel. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook a must.
º Familiarity with using large and complex financial database systems; ability to learn inquiry functions in back office processing systems.
º Good interpersonal and communications skills, both verbal and written.
º Excellent customer service skills with the ability to communicate information effectively.
º Able to work in a high volume environment with extremely demanding time frames.
º Strong organizational, time-management and multitasking skills.
º Highly motivated with a desire to succeed and progress.
º Ability to work effectively with others as part of a team.
º Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.
º Bilingual (French/English) verbal and written communication skills are assets.
Renseignements supplémentaires
Equity, Diversity & Inclusion:
We are proud to be an equal opportunity employer and are committed to fostering an inclusive and accessible work environment that reflects the diversity of our customers and our communities. We welcome and encourage applications from individuals from all groups, including Indigenous people, women, visible minorities, and persons with disabilities, regardless of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability or any other legally-protected ground.
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.
Company: Banque Laurentienne
Expected salary:
Location: Toronto, ON
Job date: Sun, 16 Oct 2022 01:58:11 GMT
Job Source: Careerjet.ca