Job Description

Seeing beyond numbers

TM

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.



This role sits within Laurentian Bank.


The incumbent is responsible for the daily administration and processing of financial products, in accordancewith Laurentian Bank's standards, policies, and procedures. The incumbent is also responsible formaintaining and updating reports, and answering internal clients' inquiries regarding the productsadministered within the department, while providing a consistent level of superior customer service

Responsibilities

Analyzes, documents, and accurately executes routine self-directed mutual fund, equity and fixed income 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 Laurentian Bank's standards, policies, and procedures. Research 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 Laurentian 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.

Qualifications

Post-secondary degree or diploma in Business or in a related field 2 to 3 years of work experience related to administration or processing within a financial institution is required for the role Excellent analytical skills to perform investigative work due to escalated issues 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 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 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 Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset Bilingual (French/English) verbal and written communication skills are mandatory Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.

What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.
Here are some of the key points of our offering:
The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.

Total compensation:

Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.

Work model:

We prioritize a hybrid work model based on business needs.

Stock purchase plan:

Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.

Time off:

In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.

Health and wellness:

Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.

Group insurance and pension:

We offer a competitive insurance program based on your family's needs and a defined contribution pension plan to help prepare for your future.

Financial benefits:

As a Laurentian Bank employee, you're also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.
We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.


We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.