Trust Deposit, Specialist
1 week ago
- Review and approve/reject all incoming Canadian deposits
- Ensure accuracy of daily posting of trust and/or commission trust deposits
- Maintain the flow of each method of deposit (FTNI, Etransfer, In Branch, Wire Transfers, Bill Payments and Bank Transfers)
- Respond to all provincial deposit/commission emails through Zoho
- Identify deposit items on provincial bank statements
- Identify any issues with deposits and bring to management/team lead for solutions
- Communicate with agents (eXp agents and other brokerage agents) about the status of the deposit
- Communicate with the Payout and Transaction teams to locate deposits
- Create and provide receipts for deposits
- Supports completed and accurate bank deposits on a daily basis.
- Completes daily assessments of progress.
- Support other departments, when necessary, with month-end procedures
- Typically requires a Bachelor's degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience.
- Real Estate back-office and Broker Wolf experience strongly preferred
- Excellent written and verbal communication skills
- Excellent organizational skills
- Strong knowledge of Microsoft Office/Google Suite
- Excellent written and verbal communication skills
- Problem Solving Skills
- 2+ years in the Customer Service industry
- Paid Vacation
- Paid Holidays
- Up to 4 Paid Personal Days
- 5 Paid Sick Days
- $20/pay cheque for the first two pays of the month for your mobile phone/internet
- Fully remote environment
- Amazing company culture
- And more..
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