Financial Services Operations Assistant
2 weeks ago
Seeking a highly organized and detail-focused individual to support our operational activities. As a key member of our team, you will be responsible for processing and reconciling various reports and requests for all caisse sectors. This includes clearing, direct deposits and withdrawals, adjustments, and monitoring authorized transits, overdrawn accounts, inactive accounts, dividends, out-of-balance Trust, guarantee agendas, transactions related to collection items and discharges.
Key Responsibilities
- Process and reconcile various reports and requests for all caisse sectors.
- Input, validate, and save various data in the system.
- Carry out liaison activities with relevant Desjardins components.
- Perform search requests; organize and produce requested information in accordance with established procedures.
- Carry out filing and document management activities including purging and storage, in accordance with current practices and regulations.
- Ensure that activities are completed in a timely fashion and in accordance with prescribed quality standards.
- Maintain the security of transactions and operations in accordance with current policies, practices and standards.
What We Offer
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
What You Bring to the Table
- High school diplomas in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating data into systems
- Knowledge of security measures, legal framework and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to convenience products and services, automated and assisted transactions and administrative activities
- Knowledge of service standards
- Drive results, Situational adaptability
Desjardins
Non-unionized
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