*Banking Operations Agent
Top Benefits
About the role
Banking Operations Agent
As a key member of the team, you will contribute to daily account reconciliations, advisor commission processing, and compliance with internal controls and regulatory requirements. You will work closely with the FIN/OPS and Operations teams while participating in process improvement and automation initiatives.
What is in it for you:
• Annual salary of $50K. • Full-time, 1-year contract position. • Flexible schedule with 2 remote workdays per week. • 4% vacation pay, in accordance with employment standards. • Regular social activities focused on health, wellness, and community involvement. • Complimentary access to the on-site gym. • Professional development opportunities and internal career growth. • Modern offices located in the heart of downtown Montreal, easily accessible by public transit.
Responsibilities:
Trust Accounts
• Perform daily bank and trust account reconciliations. • Prepare bank deposits and transfers between trust and corporate accounts. • Monitor and resolve outstanding items. • Participate in internal and external audits.
Commissions
• Process advisor commissions, payments, and adjustments. • Import and reconcile commission files. • Respond to advisor inquiries regarding commissions. • Assist with the preparation of T4A tax slips.
Collaboration and Continuous Improvement
• Collaborate with various internal teams and business partners. • Participate in continuous improvement and automation initiatives. • Contribute to knowledge sharing and cross-training within the team.
What you need to succeed:
• College Diploma in Accounting or Finance, completed or in progress (an asset). • Proficiency in Microsoft Excel. • Good understanding of trust accounts, as well as the financial and banking sectors. • Knowledge of AI and a willingness to explore and implement new technologies. • Bilingualism to respond to advisors' inquiries and collaborate effectively with internal teams and partners.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
Similar Jobs
*Banking Operations Agent
Top Benefits
About the role
Banking Operations Agent
As a key member of the team, you will contribute to daily account reconciliations, advisor commission processing, and compliance with internal controls and regulatory requirements. You will work closely with the FIN/OPS and Operations teams while participating in process improvement and automation initiatives.
What is in it for you:
• Annual salary of $50K. • Full-time, 1-year contract position. • Flexible schedule with 2 remote workdays per week. • 4% vacation pay, in accordance with employment standards. • Regular social activities focused on health, wellness, and community involvement. • Complimentary access to the on-site gym. • Professional development opportunities and internal career growth. • Modern offices located in the heart of downtown Montreal, easily accessible by public transit.
Responsibilities:
Trust Accounts
• Perform daily bank and trust account reconciliations. • Prepare bank deposits and transfers between trust and corporate accounts. • Monitor and resolve outstanding items. • Participate in internal and external audits.
Commissions
• Process advisor commissions, payments, and adjustments. • Import and reconcile commission files. • Respond to advisor inquiries regarding commissions. • Assist with the preparation of T4A tax slips.
Collaboration and Continuous Improvement
• Collaborate with various internal teams and business partners. • Participate in continuous improvement and automation initiatives. • Contribute to knowledge sharing and cross-training within the team.
What you need to succeed:
• College Diploma in Accounting or Finance, completed or in progress (an asset). • Proficiency in Microsoft Excel. • Good understanding of trust accounts, as well as the financial and banking sectors. • Knowledge of AI and a willingness to explore and implement new technologies. • Bilingualism to respond to advisors' inquiries and collaborate effectively with internal teams and partners.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.