Job Description

Our Retail & Wealth Operations Practice:

It is different here. Everyone matters. You can build the career you want, beside people who share the same values, with a common goal to integrate our purpose into everything we do - helping our Members achieve their best life.



We are Member obsessed, placing their needs at the centre of our operations, striving to gain greater understanding from our partners, and demonstrating empathy for what is important in Members' whole lives. This ensuring that Meridian maintains its tradition of exceeding Member expectations.



We thrive through our growth mindset - being adaptive, resilient, resourceful, and creative. Our teams seek and receive feedback to continuously improve, learning from successes and mistakes. We are collaborative, highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion.



Our Retail Operations teams collaborate with our internal partners and align operational strategies and activities to support our Members holistic financial growth. We are driven by Meridian's vision to be recognized as an inclusive, transparent, and people-focused financial partner.

About this role:

As a Retail Investment Operations Specialist, you will ensure the success of Meridian by handling complex operational tasks including Class A Shares, tax reporting to CRA, FATCA/CRS reporting and management and act as registered plan subject matter expert to solve complex errors and escalations - serving as a central point of contact. You will maintain high standards of accuracy, quality, and efficiency, and act as a trusted partner to build and maintain internal relationships. Your proactive nature and collaborative attitude will help align efforts to achieve Meridian's MFG strategy.

Key Responsibilities

1. Member/Partner Experience

Execute on Class A Share Products such as: + Redemption, Purchases, Transfers + Beneficiary and investment instruction updates
+ Maintain Waitlist
+ Prepare, maintain, and submit Board Reports and Available Shares List
+ Process dividend payments
+ Reconcile GLs
Execute Year End Functions such as: + prepare, produce and mail year end receipts to Members + File all receipts with CRA within mandated timelines for various accounts (TFSA, RIF, RRSP, FHSA, FATCA, CRS)
+ Balance withholding tax remittance accounts at CRA
+ Handle all year end receipt concerns, amendments, cancellations and report to CRA
+ Address CRA problems and rejected reports for various receipt types promptly
+ Reporting to Concentra including the annual Certificate of Compliance
Stay updated on CRA regulatory changes and assess system and policy updates. First contact for all Investment Escalations from branch and/or Member Concerns by investigating and providing approvals or resolutions while adhering to CRA regulations, mitigating Meridian losses and Meridian reputational risk Problem solves complex retail investment errors and escalations Outlining options for remediation to leadership, providing recommendation. Subject Matter Expert (SME) on all year end related activities and investment products and support Investment Representatives in more complex requests Fulfill requests within timelines, verifying documentation and transactions for accuracy. Investigate Member accounts and activities, managing transactions on multiple systems with precision. Resolve Member issues, manage resolutions and support branches with Member Concerns to mitigate risks. Use policies to solve errors or omissions, stay updated and maintain policies, procedures, forms. Comply with regulations, keep up with changes and handle correspondence and information discreetly. Perform additional duties as needed.

2. Employee Experience

Partner effectively and respectfully with internal and external stakeholders, cross train and support knowledge transfer. Contribute to a fair, positive and unbiased environment that supports diversity. Embrace and demonstrate the Meridian For Good strategy in all actions and words.

3. Modernizing Work

Communicate bottlenecks and pain points, supporting process improvements and updating internal procedures as processes change. Stay updated on system changes and act as a subject matter expert.

Knowledge, Skills, and Abilities

Subject matter expert in Class A Shares, an asset General understanding of CRA, FATCA, CRS, and other compliance and regulatory rules. Desire to stay abreast of regulatory changes pertaining to tax reporting rules. Member Experience focus, commitment to Service Excellence Task oriented and flexible schedule with ability to manage tight timelines Resolve routine to moderately complex problems or issues using standard operating principles Strong knowledge of computer systems, including virtual technology. Ovation/Encore and Microsoft Office products, an asset Desire for continuous learning and growth Excellent communication, negotiation, and interpersonal skills Initiative and ownership, acting decisively within authority. Escalate where needed. Effective organizational time management, and critical thinking skills Ability to collaborate, partner and influence. Creative and innovative thinking

Education, Designations, Training, and Experience

Background education in accounting, finance, commerce, business administration, or equivalent would be an asset 3-5 years' work experience in a retail investment operation's environment

Knowledge


Analytic/Systematic Thinking Communication (interpersonal and written) Organization Skills Multitasking Problem Solving Professional Judgment Results Driven Flexibility and Resilient Service Orientation Teamwork & Partnering

Competencies

Member Focus -

Personally demonstrating that our Members are our highest priority.

Proactive -

Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.

Open Communication -

Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.

Business Savvy -

Continuously acquiring the knowledge needed to do one's job to the fullest, using internal or external resources and applying the knowledge productively.

Partner Orientation -

Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.

Integrity -

Doing the right thing by always acting with openness, honesty, and respect.

Talent Developer

: nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports.

Creates a Supportive and Positive Team Environment:

creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team.

Salary Range: CAD

47,775 to 62,200

annually

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role's requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Join us! This role is in office at 75 Corporate Park Dr, St Catharines, ON L2S 3W3, CAN.

Build the Future of Banking with Us

At Meridian, we're not just adapting to the future--we're shaping it. We see talent as a catalyst for

sustainable growth

,

community impact

, and

future-readiness

. As the financial landscape evolves, we're looking for team members who bring:

Embedding & leveraging technology

- Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset

Critical Thinking

- The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.

Data Driven

- Leverage data and insights to identify, prioritize and improve member experience and business efficiency.

Curiosity & Flexibility

- Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Experience the Difference!

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.



Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.



Please note that due to the volume of applications, only those under consideration will be contacted for an interview.



Thank you for your interest in Meridian Credit Union.



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