Administrator, Registered Plans Deposit Operations
Posted 19 days ago
35% - Documentation Verification and Processing:
25% - Customer Service:
20% - Compliance
10% - Quality Assurance:
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Ensuring all keying is processed accurately and is free of errors or deficiencies.
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All regulatory requirements are met, and documentation has been correctly scanned and recorded.
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Documentation that is not compliant must be followed up with broker, credit union agent or clients in a prompt and timely manner.
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Keep detailed records of non-compliant documentation and report if necessary.
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Transfers/re-registrations are also reviewed for accuracy and completeness.
10% Reporting and Reconciliation:
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On a daily or periodic basis as required, administrators must balance and reconcile proof suspense or cash in CUC, identifying outstanding items that need to be followed up with the reconciliation department.
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Any unbalanced items must be thoroughly investigated by referring to documentation or instructions received.
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Communicate with the reconciliation department regarding any reconciling items.
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Minimum 2 years’ experience in financial industry
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Post-secondary education
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Office Administration experience
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Strong interpersonal and communication skills – written and oral
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Superior attention to detail and strong organizational skills
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Self-motivated with the ability to work with little or no supervision
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Ability to work independently as well as within in a group/team environment
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Strong Customer Service orientation
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Ability to easily build rapport and foster positive relationships with both customers and team members
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Strong active listening skills with the ability to engage with the customer
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Professional and courteous telephone manner
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Able to perform well in a high volume, high intensity environment and multi-task
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Familiarity with MS Office (MS Outlook, MS Word & MS Excel)
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knowledge of company policies, procedures and regulatory obligations related to depositing products.
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Proven ability to thrive in a constantly changing environment and to perform well in a high volume, high intensity environment.
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Reports to the Manager or Manager of Deposit Operations with the support from the Associate Managers
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Complete responsibilities in a proficient and timely manner
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Escalate issues to Manager when necessary
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Ensure time sensitive functions are completed before the deadlines (time management)
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Recognize the importance of superior customer service
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Interacts with the management and staff of the Deposit Operations department as well as other internal bank departments (Treasury, Accounting & Finance, Reconciliation, IT, Audit and Risk as required. External contacts include service providers, brokers, credit unions and direct clients.
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Assist in training and supporting staff on product knowledge, review of documentation and processing transactions to internal banking system in compliance with policies, legislative requirements and internal procedures.
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Overtime may be required during peak volumes
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Volume may be stressful at times
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Hybrid work is expected with 1-5 days in person depending on the level and seniority of the role
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Addressing and resolving issues that may arise during documentation verification, processing, or customer service, and escalating matters when necessary.
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Managing multiple responsibilities, including documentation verification, customer service, compliance review, quality assurance, and reporting, requires effective multitasking and time management skills.
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Effectively communicating with clients, credit unions, brokers, and internal departments, both in writing and orally, to ensure clarity and understanding
Job Complexities / Thinking Challenges
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