Financial Services Administrator

2 weeks ago

Saskatoon, Saskatchewan, Canada EQ Bank | Equitable Bank Full time
About EQ Bank | Equitable Bank

We are a forward-thinking bank that innovates the banking experience. Our team is composed of inquisitive and agile minds that find smarter ways of doing things.

Job Title: Financial Services Administrator - Deposit OperationsAbout the Role

This is a dynamic opportunity for a skilled administrator to join our Deposit Operations group, where you will be responsible for various functions, including Compliance review and assessment, problem resolution, customer communication, data input, and quality assurance.

Key Responsibilities
  1. Documentation Verification and Processing (35%):
  • Evaluate all required documentation received from Concentra Trust, account officers, clients, credit unions, or brokers to ensure it is complete and accurate.
  • Enter details into the banking system with precision and attention to detail.
  • Perform verification and peer review accurately and timely.
  • Process applications, new deposits, or subsequent contributions, including:
    • Searching the banking system for existing CIF records or creating new ones.
    • Confirming receipt of funds and accuracy of investment terms.
    • Resolving discrepancies or recommending exceptions as necessary.
  • Process redemption requests.
Customer Service (25%):
  • Respond promptly to client and agent inquiries via telephone, email, portal, or fax.
  • Provide exceptional customer service, ensuring customer satisfaction through thorough knowledge of products, features, policies, and procedures.
  • Be an educational resource for clients and credit unions on regulatory, policy, and product requirements.
  • Resolve issues and escalate when necessary.
Compliance (20%):
  • Review investment documentation to ensure compliance with applicable regulations, including:
    • The Proceeds of Crime (Money Laundering) and Terrorist Financing Act & Regulations.
    • Deposit Type Instruments Regulations (DTIR).
    • Pension and Registered Plan (RESP, RDSP, RRSP, RRIF, TFSA, and FHSA) Regulations.
  • Familiarize yourself with all compliance obligations to identify deficiencies and resolve them before accepting any new deposit.
  • Elevate matters when required.
Quality Assurance (10%):
  • Ensure all keying is processed accurately and free of errors or deficiencies.
  • Verify that all regulatory requirements are met and documentation is correctly scanned and recorded.
  • Follow up with brokers, credit union agents, or clients regarding non-compliant documentation in a prompt and timely manner.
  • Maintain detailed records of non-compliant documentation and report if necessary.
Reporting and Reconciliation (10%):
  • Balance and reconcile proof suspense or cash in CUC on a daily or periodic basis as required.
  • Identify outstanding items that need to be followed up with the reconciliation department.
  • Communicate with the reconciliation department regarding reconciling items.
About You

To succeed in this role, you should possess:

  1. A minimum of 2 years' experience in the financial industry.
  2. Post-secondary education.
  3. Office administration experience.
  4. Strong interpersonal and communication skills – written and oral.
  5. Superior attention to detail and strong organizational skills.
  6. Self-motivation with the ability to work with little or no supervision.
  7. Ability to work independently as well as within a group/team environment.
  8. Strong customer service orientation.
  9. Ability to easily build rapport and foster positive relationships with both customers and team members.
  10. Strong active listening skills with the ability to engage with customers.
  11. Professional and courteous telephone manner.
  12. Able to perform well in a high volume, high intensity environment and multi-task.
  13. Familiarity with MS Office (MS Outlook, MS Word, & MS Excel).
  14. Knowledge of company policies, procedures, and regulatory obligations related to depositing products.
  15. Proven ability to thrive in a constantly changing environment and perform well in a high volume, high intensity environment.
What We Offer

We provide a competitive discretionary bonus and a market-leading RRSP match program.

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