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Account Management Agent
3 months ago
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, a subsidiary of Laurentian Bank Financial Group.
This role sits within Laurentian Bank Securities a subsidiary of Laurentian Bank Financial Group.
Reporting to the Manager, Account Management, Savings Plans, Account Transfers and Mutual Funds, the Officer, Account Management, is responsible for assisting the account management sectors.
The account management officer is responsible for making entries in accounts receivable and authorizing cash and share outflows while ensuring compliance with all procedures in place.
Responsibilities:
o Make withdrawals and contributions to TFSA accounts in accordance with tax laws and compliance of the account in question
o Make internal transfers
o Issue cheques, EFTs, wire transfers and cash conversions
o Adjust carrying amounts in accounts receivable
o Verify entries made in closed accounts
o Make sales and re-registrations of GICs and Quebec Savings Bonds
o Write off worthless securities and residuals
o Conduct daily analysis of delinquent accounts
o Prepare daily and detailed monthly reports of amounts owed to different stakeholders
o Serve as a resource person for internal and external clients
o All other tasks related to account management
Qualifications:
o College diploma in administration
o Two years of relevant experience
o Experience in operations (an asset)
o Understanding of securities industry (an asset)
o Familiarity with ISM systems (an asset)
o Bilingual, spoken and written French and English
o Teamwork skills
o Excellent analytical and problem-solving skills
o Demonstrates professional rigour and thoroughness
o Organizational and priority management skills
o Quick to adapt to urgent situations and ability to work under pressure
o Excellent ability to work independently
o Ability to provide quick and effective customer service
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.
