Financial Operations Specialist

6 days ago

Ottawa, Ontario, Canada Robertson and Company Full time
Overview

Robertson and Company is a top financial institution with significant North American holdings. We have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Salary Information

The estimated annual salary for this position is $49,000, based on a 12-month contract with a rate of $23.50 per hour.

Job Description

We are seeking a skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for:

  • Reviewing customer transactional information entered into excel trackers and using the information to populate Suspicious Transaction Reports (STR) into the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) system, F2R
  • Confirming customer information (such as name, address, business information and occupation) to ensure customers and transactions are documented and commensurate with the nature of the account documented
  • Maintaining department files and systems, utilizing a variety of analytical techniques and computer systems
  • Working independently in a team environment, planning and prioritizing daily workload to meet department objectives and effectively communicating with staff to obtain information needed for supporting documentation and reports

The incumbent will also be responsible for reviewing information on a variety of transactions, including wires, ATM's, foreign, international, debit cards and others.

Experience and Qualifications Requirements

To be considered for this position, candidates must have:

  • Data Entry Experience: 2-4 years
  • Intermediate Excel Skills: 1-2 years
  • Proficient with MS Office, including Outlook
  • Prior experience in banking with branch level
  • Tech savvy - quick learner and able to pick up on internal systems
Personal Attributes

The ideal candidate will possess:

  • Ability to work independently and within a team
  • Excellent communication and analytical skills
Benefits

RBC Robertson and Company is an equal opportunity employer committed to diversity and inclusion. We value a representative and inclusive workforce and welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors.

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