Trust Services Officer, Payments

7 months ago

Vancouver, Canada CWB Financial Group Full time

At

CWB

, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Trust Services Officer, Payments

Role Specifications

On-Site
- CWB Trust Services

offers a wide variety of trustee and custodial solutions for individuals, businesses, and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centred on providing clients with client-focused service, notable value, and tailored solutions.

We are looking for change makers. Process enthusiasts. Future leaders. Performance focused go-getters who are looking to accelerate their careers. Our team thrives on idea-sharing, collaboration, respect, caring, and camaraderie.

You’ve worked hard at obtaining an education you’re proud of. Now that it’s time to enter the workforce, we know you’re motivated to put that knowledge and those learning skills to good use. Explore a career with CWB Trust Services where we offer an unmatched employee experience guaranteed to redefine what it means to work for a top employer. Our culture is a key differentiator and one we are proud of.

In the role of a Trust Services Officer, your primary function will be to administer the processing of any transactions that support our trust offering administration. We are looking to add to our pension administration team so this will includes activities related to the administration of pension plans, such as pension payments, pension contributions, RRSP, RRIF and TFSA registered products. Trust us - it’s more exciting than it sounds. There is no better training ground for a career in the financial industry.

Bring you. All of you. Student. Bookworm. Proud Indigenous band member. Foodie. Data nerd. Neuro-divergent perspective. Sports fan. Ally. Gym junkie. Pumpkin spice lover. Labels don’t matter here, but your perspective does.

What you will learn and engage in:

- Financial transactions. Executing financial transaction activities related to pensions and registered products (RRSP, RRIF, TFSA), A strong understanding of these products and the associated rules will be an asset as you will be processing benefit payment changes, taxable payments, and plan expenses in accordance with client instructions.
- Risk. Work with high risk and high client impact processes, including large dollar transactions, and transactions with tax implications for clients.
- Documentation. Maintenance of pensioner records and long-term document control and electronic reporting for all applicable tasks. This also includes maintenance of specific client procedures and profiles.
- Operations optimization. Proactively address potential procedure enhancements and best practices, sharing with management and peers.
- Privacy. Ensure that the confidentiality of the Bank and its customers in maintained by routinely securing all documentation during non-business hours and is aware of and adheres to employee code of conduct.
- Collaboration. Provide direct support to the CWB branch network, to enable them to deliver a “best in class” customer experience.
- Performance measures. Regularly review SLA targets in collaboration with individual leader to ensure client needs are met.

What you bring with you:
Life Learner
- Thirst for knowledge & understanding underpins all that you do. You are curious by nature and love solving puzzles.

Life Experience
- Numbers bring you joy. You find comfort in knowing that every math problem has a right answer.
- Basic finance. You have one to two years of financial, banking, or related experience. You hold a bank account & know how it works. Money in, money out.
- Customer service is a real thing - and it gets results when done right. You’ve gained some experience in this space and you know the difference between good service & bad service. You know the difference in how it feels.
- Hard work? No problem. You are happy to roll up the sleeves to get the job done - and you’ve been known to have fun doing it too. Especially when hard work is recognized and rewarded.
- Life is journey and along the way, you’ve learned how to do things better, faster, and smarter. You know what to prioritize to get things done and what tasks are just unnecessary steps. You have a system, and it works.
- Communication is key. You can convey messages & communicate clearly and professionally.
- Team player. Necessary skill - you must be able to share and grow with a team
-

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