Connexion

*Banking Operations Agent

Recrute Action

Montreal (Hybride)
Compétences recherchées — Connectez-vous et téléversez votre CV pour comparer avec votre profil
Assurance Conformité réglementaire Intelligence artificielle +4 autres

Détails du poste

  • Lieu de travail : Montreal (Hybride)
  • Type de poste : Temporaire à temps plein
  • Salaire : 50K$ - 50K$ /an
  • Horaire de travail : Horaire flexible

Description du poste

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.

Ce que nous offrons

  • 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.

Responsabilités

Comptes en fiducie

  • 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 et amélioration continue

  • 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.

Ce dont vous avez besoin pour réussir

  • 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.

Pourquoi 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.