Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Being a support service team, the team is responsible for supporting numerous lines of business but this role will be assisting primarily with term investments. This individual may be responsible for daily tasks such as account set ups, manually processing trades (i.e. buys, sells, switches, transfers) as well as reconciliation duties. This is a heavily paper based environment. This role requires candidate to be a subject matter expert related to term investments, which will require the individual to work with our Client Services team to provide inquiry support required from advisors, as well as participating in project work as necessary.
What you will achieve in this role:
• Process manual GIC entries and transfers on a day-to-day basis
• Reconciliation between system balance and money received
• Investigating discrepancies with partners from other Lines of Business
• Processing support for new initiatives and inquiries
• Participate in project meetings and assist with testing, if required
What you will bring to this role:
- 2 years of data entry/processing
• FI background
• Excellent communication
• Post-secondary degree/diploma
We thank you for your interest in the position, however, only those who are qualified will be contacted
Inclusion and Equal Opportunity Employment
Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.