Job Description

One of our major banking clients is looking for a Bilingual Administrative Assistant (Finance experience)
Length: 12 months contract with a possibility of extension
Location: GTA, ON - Hybrid
Work Hours: Monday to Friday, 9am to 5pm.

ROLE MANDATE:
Deliver administrative support (remote or on-site) to new experienced advisors. You will specialize in the areas of documentation, client account opening & account transfer processes. Collaborate with branch leadership and internal business partners to resolve issues efficiently and effectively in accordance with Bank and industry standards. Act as a subject matter expert to the team. Support bank\'s Private Wealth initiatives including technology, process & regulatory changes. Recommend and provide process improvements that increase productivity and create capacity. Act as a point of escalation for junior staff, where applicable. Must have the ability & willingness to travel within Canada(coast-to-coast) up to 100% of the work week or some weekends. Must be fluent in French.

RESPONSIBILITIES INCLUDE:

Product & Process

• Process and/or fulfill transactions, perform audit/ reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.
• Resolve discrepancies/ exceptions that frequently deal with non-routine situations, requiring further analysis.
• Investigate and may resolve or make recommendations to more senior team members on more complex, non-routine issues relating to internal business partner and/or external customer inquiries or requests, business process efficiency and quality control within existing procedures.
• May resolve escalated work or issues from junior staff, where applicable.
• Enable productive relationships within the line of business (LOB) and other functions through responsiveness and support. Proactively work with others (i.e., on own team, other operational areas, or with the internal business partners) to ensure delivery of timely, quality and efficient fulfillment activities.
• Provide advice to internal business partners and peers to support the completion of a process or activity within established procedures.
• Provide input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/ services or processes.
• Provide on-the-job assistance and training to others, as requested.
• Ability and willingness to travel within Canada up to 100% of the work week or some weekends (if needed).
• Deliver client transition support for new investment advisors.

Risk & Control

• Escalate issues that require resolution by more senior team members, as per guidelines.
• Identify potential risk situations/ impacts, and make recommendations or escalate to the manager.
• Review transactions and requests for compliance with regulatory and Bank requirements, as required.
• Monitor production logs and schedules to ensure key controls are followed and exceptions are actively pursued; escalate to the manager as appropriate.
• Provide information for regulatory reporting and audit queries.
• Ensure all appropriate authorizations/ approvals are obtained in accordance with policies and controls.
• Ensure adherence to all aspects of First Principles, Our Code of Business Conduct and Ethics Corporate Policy, as well as all applicable legislation, regulatory rules and requirements, and Bank standards, policies and procedures (P&Ps) for such things as potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.
• Ensure strict confidentiality is maintained for both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank P&Ps.
• Follow security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to such things as fraud or defalcation.

Business Performance Management

• Monitor service delivery performance, production processes and quality, providing reports to the manager for the purpose of optimizing operational effectiveness.
• Deliver exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support.
• Align individual performance goals to team and organizational goals.
• Demonstrate behaviours that are consistent with \xe2\x80\x9cOur Way\xe2\x80\x9d model and aligned with bank\'s values.

KNOWLEDGE REQUIREMENTS:

• University degree/college diploma or equivalent work experience
• 2 to 3 years of related experience is preferred
• Good knowledge of standard desktop applications used by the business unit
• Good knowledge and understanding of the business unit\'s key products and services, processes and controls

...

• Good understanding of the business unit\'s risk and regulatory requirements
• Good knowledge of departmental systems and applications
• Experience with opening personal financial accounts for high net worth clients (preferred)
• Previous banking experience (preferred)

NICE TO HAVE:
Other FI experience (preferred)
CSC nice to have but not limited to

SKILLS:

• Good analytical and problem-solving skills
• Good investigation skills
• Good prioritization skills
• Good organizational skills
• Good customer service and relationship management skills
• Good written and oral communication skills
• Ability to multi-task in a fast-paced environment
• Detail-oriented
• Above average typing speed (preferred)

URGENT: Please read the job description above. If this interests you, apply to the job with your most updated resume, including your contact number and email address.

The recruiter in charge of this role is Saundarya.

If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this job description to them and you will be eligible for a referral bonus upon a successful hire.

Please note that this is the most up to date version of job description available at this time - During Client Interview you will receive additional information - variance may apply!

Please note: Adherence to our end client\'s vaccination policy is a requirement.

Please visit the TEAMRECRUITER website to review other CAREER OPPORTUNITIES!

Jobboom