Centralized Services Specialist

7 days ago


Burnaby, Canada Gulf and Fraser Fishermen CU Full time

**Why Gulf & Fraser?**:

- Drive, contribute, grow - together._
At Gulf & Fraser, you have the opportunity to drive, develop and further your career alongside a team of passionate, empowered, and engaged fellow professionals. Gulf & Fraser is proud to offer a caring, open-minded culture that encourages community involvement where you can contribute to causes that are important to you. You can grow your own success and feel great about working with us
**Position Overview**
Our Central Operations team is looking for an enthusiastic and proactive individual who is committed to the member experience and excited to bring new ideas and efficiencies to our internal processes. If this sounds like you, we want to hear from you

The Centralized Services Specialist (12 Months - Temporary) provides ongoing transactional and administrative support to Gulf & Fraser’s branches, collaborating with branches and departments to provide an exceptional overall member experience. The incumbent is a point of contact for general support across Gulf & Fraser's branch network as well as backend partner departments. The Centralized Services Specialist follows innovative best practices to ensure efficiencies in a culture committed to continuous improvement.
*
Core Outcomes*
- Branch Support_
- Processes various general ledger entries, balancing and reconciling GLs and verifying data entries.
- Posts transactions to accounts, including registered products, as well as fee waivers and other miscellaneous transactions.
- Performs administration and oversight of estate files.
- Acts as first point of contact for general support from branches including limits, passwords and general inquiries.
- Reporting & Auditing_
- Processes and reviews a variety of regular and ad-hoc financial and usage reports.
- Performs administration of registered transactions, processes and procedures.
- Performs administration of estate transactions, processes and procedures.
- Identifies opportunities for efficiencies by recommending opportunities for report automation.
- Performs regular auditing of files as well as special audit projects; assists in external audit preparations as needed.
- Process Support & Collaboration_
- Provides guidance, mentorship and coaching to other members of the Central Operations team as appropriate.
- Collaborates and builds partnerships with external departments such as Finance, Business Solutions, Member Experience, Risk and other departments for support and process efficiencies
- Identifying and escalating potential AML, Privacy and Fraud situations to Risk Managemen
- .
- Innovation & Process Improvement_
- Collaborates and partners to continually improve processes and identify efficiencies.
- Proactively identifies opportunities for process improvement.
- Coordinates the preparation and updating of Centralized Services related documents and partnering with Learning and Development around related training

*_
Requirements_*
- Post-secondary business degree or diploma
- 3-4 years’ related experience
- Excellent attention to detail
- Proven good communication and follow-up abilities
- Demonstrated commitment to the member experience
- Proactive nature with an eye for process improvement
- Equivalent combination of the above may be appropriate

*
How to Apply:*



  • Burnaby, Canada Gulf and Fraser Fishermen CU Full time

    **Why Gulf & Fraser?**: - Drive, contribute, grow - together._ At Gulf & Fraser, you have the opportunity to drive, develop and further your career alongside a team of passionate, empowered, and engaged fellow professionals. Gulf & Fraser is proud to offer a caring, open-minded culture that encourages community involvement where you can contribute to causes...


  • Burnaby, Canada G&F Financial Group Full time

    Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit! At Gulf & Fraser, we strive to create a future where everyone in our communities can achieve financial wellness. For over 80 years, Gulf & Fraser has invested in...


  • Burnaby, Canada Access Information Management Full time

    We Are Access Access is the largest privately-held records and information management (RIM) services provider worldwide, with operations across the United States, Canada, Central and South America. Access helps companies manage and activate their critical business information to make them more efficient and more compliant through offsite storage and...


  • Burnaby, British Columbia, Canada Fortinet Full time

    DescriptionFortinet is looking for an experienced technical support Specialist to join our Burnaby, BC office to provide exceptional customer service and technical help for our loyal customers.The candidate would join our support team that specializes in supporting the following Centralized Management & SOC Solutions from Fortinet:FortiAnalyzer --...


  • Burnaby, Canada BC Housing Full time

    **Position Summary**: **Audit Services Specialist** **Job ID: 6221** **REGULAR/FULL-TIME** **Location: BURNABY, BC** - ** Join one of BC’s Top Employers!**: - ** Be part of an exceptional company culture with great employee benefits and a healthy work/life balance!** **BC Housing thanks all applicants for their interest; only those selected for an...


  • Burnaby, Canada Metro Vancouver Full time

    **Department**:Regional Parks **Employee Group**:Teamsters Local 31 **Location**:4515 Central Boulevard, Burnaby **Salary Range/ Wage Rate**: PG T23 $2,953.65 - $3,486.53 bi-weekly **Our Regional Parks Department is seeking a Park Area Visitor Services Specialist who will provide a variety of media, visitor information and operational communication products...


  • Burnaby, Canada TFG Financial Corporation Full time

    **ACCOUNTS PAYABLE SPECIALIST** **JOB PURPOSE** The Accounts Payable Specialist will be responsible for processing and posting vendor invoices for multiple affiliated entities and multi currency transactions, and supporting the Finance Department with other value-added tasks as required. **RESPONSIBILITIES** - Process U.S. funding payments timely and...


  • Burnaby, Canada THE EMPIRE LIFE INS. CO Full time

    **Tru**Stone **Customer Services Specialist**: **Location: In person - Burnaby, British Columbia** TruStone is looking to hire a Customer Services Specialist to join our team! **About us** TruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships. We...


  • Burnaby, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance, _formerly Rogers Insurance/A-WIN Insurance/CCV Insurance & Financial Services/Sylvan Agencies/Smith Petrie Carr & Scott Insurance Brokers/Megson FitzPatrick Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people...


  • Burnaby, Canada Fuze Logistics Services Inc Full time

    **Carrier Sales Specialist - Burnaby, BC Office** Fuze Logistics Services is a next generation 3PL headquartered in Montreal, with offices across North America, leveraging cutting-edge technologies and decades of industry expertise to facilitate the transport of freight globally. We are currently looking for a Carrier Sales Specialists to join our team in...