Administrative Banking Specialist

2 days ago

Markham, Ontario, Canada Worldsource Wealth Management Full time
Job Title: Administration Representative

Worldsource Wealth Management is seeking a highly motivated and detail-oriented Administration Representative to join our team. As a key member of our banking operations team, you will be responsible for processing banking-related functions, ensuring accuracy and efficiency in all tasks.

Key Responsibilities:
  • Process payment requests for registered and non-registered accounts
  • Process internal transfer movements and daily monitoring of delinquent accounts
  • Validate and approve banking information against void cheques on a daily basis
  • Update banking information and Trustee Fee payment methods
  • Validate and approve cheque deposits into the client account on a daily basis
  • Process Managed Account set up, updates, and fees in the Dataphile module
  • Review, investigate, and manually post all fee item exceptions on a monthly basis
  • Adhere to all policies and work efficiently within required service level agreements
  • Track and follow up on delays in processing items
Requirements:
  • Post-secondary education
  • 2-4 years of similar experience within the investment industry
  • Strong customer focus, service orientation, and professional acumen
  • Strong attention to detail, problem-solving, and analytical skills
  • Strong knowledge of Microsoft Office
  • Excellent communication, organizational, and listening skills
  • Dedicated team player with the ability to take the initiative and be independent
  • Knowledge of Dataphile is an asset
  • Bilingual, an asset (French)
What We Offer:

Worldsource Wealth Management is committed to providing a competitive compensation package commensurate with experience.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

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