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Bilingual Admin Officer, New Accounts & Transfers, Permanent

B2B Bank

This is a Contract position in Toronto, ON posted September 23, 2017.

The incumbent is responsible for the daily administration and processing of financial products, in accordance with B2B Bank¿s standards, policies, and procedures. The incumbent is also responsible for maintaining and updating reports, and answering internal clients¿ inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.Analyzes, documents, and accurately executes routine self-directed mutual fund transactions using various computer systems, within set parameters and timelines. Prioritizes and schedules transaction processing, working within the accepted industry and department established time frames. Administers and processes product specific financial or non-financial transactions, according to B2B Bank¿s standards, policies, and procedures. Monitors the incoming document queue to ensure processing according to B2B Bank Dealer Services service standards. Researches and answers inquiries from internal business partners, such as Customer Service, regarding products and processing issues. Maintains good working relationships with internal and external clients. Escalates and makes recommendations to the appropriate authority about any inquiries or issues that are beyond their scope. Verifies own work in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements. Completes daily workload within strict timeframes set by B2B Bank and addresses any issues with the supervisor. Participates in department meetings and contributes to the planning process of achieving departmental and personal goals, as well as communicates any problems or concerns. Submits recommendations to improve work processes to the supervisor. Keeps abreast of legislation, policies, and procedures, which relate to products and services. Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function.Post-secondary degree or diploma in Business or in a related field. Minimum of 1 year of work experience related to administration or processing within a financial institution is required for the role. Completion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is preferred. Knowledge of mutual funds, self-directed products, securities, and lending products. Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset. Excellent attention to detail and accuracy. 35 to 40 words per minute typing/keyboarding speed; accuracy is essential Must possess intermediate to advanced skills in MS Excel. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook a must; familiarity with using large and complex financial database systems; ability to learn inquiry functions in back office processing systems; completely proficient in navigating through CPS Good interpersonal and communications skills, both verbal and written. Excellent customer service skills with the ability to communicate information effectively. Able to work in a high volume environment with extremely demanding time frames. Strong organizational, time-management, and multitasking skills. Highly motivated with a desire to succeed and progress. Ability to work effectively with others as part of a team.We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender. B2B Bank and/or the Laurentian Bank of Canada and their subsidiaries may collect, use or disclose personal information of job candidates for the purpose of establishing an employment relationship. Qualified candidates will be contacted. Please apply directly online https://b2bbank.com/

Skills Required

  • Education level: None
  • Work experience (years): None

Package

Salary: N/D

How to Apply

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