Assistant Manager, Investment Services

2 weeks ago

Surrey, Canada Prospera Credit Union Full time

**TEAM LOCAL is hiring**

Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It’s our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people.

The Assistant Manager, Investment Services also participates in strategic initiatives, departmental projects, and annual or year-end processes. Responsibilities include: developing employees to provide a superior level of member service and efficient administrative support, resolving escalated issues related to Estates, Registered Plans, and Tax slips; ensuring team is compliant with credit union processes, policies, and procedures; interpreting new or changed credit union policies and external regulations and recommending procedural updates in response to such changes; identifying, recommending and implementing changes to increase department efficiency.

**What you’ll do**:

- Supports day to day operations of the team ensuring a high level of service delivery to our internal and external members.
- Supports the training and development needs of the team with ongoing one on one coaching, team meetings, and change management planning.
- Provides oversight on department processes, workflows, policies and resolves escalated issues as they arise.
- Partners with internal stakeholders to ensure process flows are efficient and effective for internal and external members
- Ensures that reconciliations and remittances are made within established timelines
- Oversees Annual UAT for tax filing and slips
- Participates in projects relating to Investment Services to improving member experience and effectiveness.
- Participates on departmental and organization committees relating to Estates, Registered Plans, and Year End Tax process.

**What you bring**:

- 1-year post-secondary certificate in related discipline.
- 3-5 years of relevant experience in registered plans, related tax filings, and estate administration, with 1-3 years of experience leading or supervising a team.
- Proven ability to motivate staff to achieve team/individual objectives.
- Strong understanding change management processes.
- Communicates effectively, both orally and in writing.
- Sound judgement and decision-making skills.
- Ability to exercise diplomacy and discretion when dealing with confidential matters.
- Thorough knowledge of credit union policies and guidelines.
- Excellent time management and organizational skills and the ability to multitask and meet deadlines.
- Excellent facility for working with new systems and processes.

**Our Values**

Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
Empower and enable others: We give each other the space, trust, and tools to succeed.
Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.
Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.
Thrive as One Team: We collaborate because it strengthens us.

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