Financial Operations Specialist

12 hours ago


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

At EQ Bank | Equitable Bank, we're redefining the banking experience for Canadians. Our team is made up of innovative minds that challenge conventional thinking and strive to deliver exceptional results.

About the Role

We're seeking a highly skilled Financial Operations Specialist - Deposit Management to join our Deposit Operations group. In this role, you will be responsible for managing various functions, including Compliance review and assessment, problem resolution, customer, credit union, and broker communication, data input, and quality assurance.

Key Responsibilities
  • Documentation Verification and Processing (35%): Ensure all required documentation received from Concentra Trust, account officers, clients, credit unions, or brokers has been received in good order. Input details accurately into the banking system. Verify/peer review is performed accurately and on a timely basis.
  • Customer Service (25%): Respond promptly to client and agent inquiries received via telephone, email, portal, or fax. Provide quality customer service, ensuring customer satisfaction, and resolving any issues that may arise.
  • Compliance (20%): Review investment documentation to ensure compliance with relevant 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.
  • Quality Assurance (10%): Ensure accurate keying, meet regulatory requirements, and maintain detailed records of non-compliant documentation.
  • Reporting and Reconciliation (10%): Balance and reconcile proof suspense or cash in CUC, identifying outstanding items that need to be followed up with the reconciliation department.
Requirements
  • A minimum 2 years' experience in the financial industry.
  • Post-secondary education.
  • Office Administration experience.
  • Strong interpersonal and communication skills – written and oral.
  • Superior attention to detail and strong organizational skills.
  • Self-motivated with the ability to work with little or no supervision.
  • Ability to work independently as well as within a group/team environment.
  • Strong Customer Service orientation.
  • Familiarity with MS Office (MS Outlook, MS Word, & MS Excel).
  • Knowledge of company policies, procedures, and regulatory obligations related to depositing products.
What We Offer

As a Financial Operations Specialist - Deposit Management, you can expect a competitive salary of around $65,000 per year, based on the national average for similar positions in Canada. Additionally, you'll enjoy:

  • A market-leading RRSP match program.
  • Medical, dental, vision, life, and disability benefits.
  • An Employee Share Purchase Plan.
  • Maternity/Parental top-up while caring for your little one.
  • A generous vacation policy and personal days.
  • Virtual events to connect with your fellow colleagues.
  • An annual professional development allowance and a comprehensive Career Development program.
Join Our Team

We commit to providing a barrier-free recruitment process and work environment for all applicants. If you're passionate about delivering exceptional results and making a difference in the financial services industry, please submit your application.



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