Full-Time Dental Admin

2 weeks ago


Saskatoon SK, Canada EQ Bank | Equitable Bank Full time

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.Ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Administrator is responsible for a variety of functions within the Deposit Operations group that include Compliance review and assessment, problem resolution, customer, credit union and broker communication, data input and quality assurance.
Ensure all required documentation received from Concentra Trust, account officers, client, credit union or broker has been received in good order.
~ Input details accurately into the banking system.
~ Search the banking system for existing CIF record or create a new CIF record.
~ Promptly responding to client and agent inquiries received via telephone, e-mail, portal or fax.
~ Providing quality Customer Service
~ must be well versed in product knowledge and features as well as policies and procedures
~ Be an educational resource for clients and credit union on EQB's regulatory, policy and product requirements.
~ Pension and Registered Plan (RESP, RDSP, RRSP, RRIF, TFSA and FHSA) Regulations.
~ These include individual application specific criteria.
~10% - Quality Assurance:
~ All regulatory requirements are met, and documentation has been correctly scanned and recorded
~ 10% Reporting and Reconciliation:
~ On a daily or periodic basis as required, administrators must balance and reconcile proof suspense or cash in CUC, identifying outstanding items that need to be followed up with the reconciliation department
~ Communicate with the reconciliation department regarding any reconciling items

Office Administration experience.
Professional and courteous telephone manner.
Familiarity with MS Office (MS Outlook, MS Word & MS Excel).
knowledge of company policies, procedures and regulatory obligations related to depositing products
What we offer [For full-time permanent roles]
#Medical, dental, vision, life, and disability benefits
#Generous vacation policy and personal days
#Virtual events to connect with your fellow colleagues
#A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
Equitable Bank is deeply committed to inclusion.



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