Administrator, Registered Plans Deposit Operations (Saskatoon, Toronto)

25% - Customer Service:  

​20% - Compliance   

​10% - Quality Assurance:  

• ​Ensuring all keying is processed accurately and is free of errors or deficiencies. 

• All regulatory requirements are met, and documentation has been correctly scanned and recorded.     

• ​Documentation that is not compliant must be followed up with broker, credit union agent or clients in a prompt and timely manner. 

• Keep detailed records of non-compliant documentation and report if necessary.  

• ​Transfers/re-registrations are also reviewed for accuracy and completeness.  

​10% Reporting and Reconciliation:  

• 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.  

• Any unbalanced items must be thoroughly investigated by referring to documentation or instructions received.                                                                         

• Communicate with the reconciliation department regarding any reconciling items.  

• ​Minimum 2 years’ experience in financial industry  

• ​Post-secondary education  

• ​Office Administration experience  

• ​Strong interpersonal and communication skills – written and oral  

• ​Superior attention to detail and strong organizational skills  

• ​Self-motivated with the ability to work with little or no supervision  

• ​Ability to work independently as well as within in a group/team environment  

• ​Strong Customer Service orientation  

• ​Ability to easily build rapport and foster positive relationships with both customers and team members   

• ​Strong active listening skills with the ability to engage with the customer  

• ​Professional and courteous telephone manner  

• ​Able to perform well in a high volume, high intensity environment and multi-task  

• ​Familiarity with MS Office (MS Outlook, MS Word & MS Excel)  

• ​knowledge of company policies, procedures and regulatory obligations related to depositing products.  

• ​Proven ability to thrive in a constantly changing environment and to perform well in a high volume, high intensity environment.   

• Reports to the Manager or Manager of Deposit Operations with the support from the Associate Managers  

• ​Complete responsibilities in a proficient and timely manner   

• ​Escalate issues to Manager when necessary  

• ​Ensure time sensitive functions are completed before the deadlines (time management)  

• ​Recognize the importance of superior customer service  

• ​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.   

• ​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.