Senior Deposits Administrator

4 weeks ago


Vancouver, British Columbia, Canada Peoples Trust Full time

About Peoples Trust

Peoples Trust is a boutique financial institution with a strong presence in the Canadian marketplace. Our mission is to provide exceptional customer service backed by extensive product knowledge and experience.

About the Role

We are seeking a highly skilled Deposits Operations Specialist to join our team. The successful candidate will have a strong background in deposit operations within the financial services industry and a deep understanding of agent/broker relationships, deposit products, and regulatory requirements.

Key Responsibilities

  • Accurately process new client account openings within the agent business while complying with Peoples Trust account opening policies and procedures.
  • Process agent requests, including agent registrations, re-registrations, transactional postings, and month-end responsibilities.
  • Act as a first-level point of contact for clients and external partners by addressing enquiries and resolving issues related to agent/broker relationships.
  • Maintain a knowledge of relevant regulatory requirements, such as CDIC, OSFI, and AML/KYC compliance, impacting daily work.
  • Perform financial adjustments and non-financial maintenance to ensure customer and business expectations are met.
  • Assist with internal and external audits by providing necessary documentation and explanations related to deposits.
  • Participate in system upgrade testing and special projects as required.

Requirements

  • 2-5 years of demonstrated experience in an administrative and/or customer service role preferably within the trust/broker or financial services industries.
  • Bachelor's degree in finance, business administration, or a related field preferred.
  • Excellent communication (written and verbal) and interpersonal skills.
  • In-depth knowledge of agent/broker relationships, deposit products, and services, and regulatory requirements.
  • Demonstrated ability to deal with clients and solve problems effectively.
  • Strong analytical skills and ability to manage multiple priorities and deadlines with minimal supervision.
  • Good understanding of accounts reconciliation, payment items for exchanges, and settlement.
  • Proficiency in banking systems, DNA Platform/Fiserv, and/or PPLUS, and Microsoft Office Suite.

What We Offer

Peoples Trust is pleased to offer employees a competitive annual salary plus a discretionary profit share opportunity. Salary for this position will vary between $58,000 and $63,000 per year depending on the knowledge, skills, abilities, and experience of the chosen candidate.

How to Apply

Help us get to know you better by answering our application questions. Your participation is expected as an essential part of our selection process.



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