Banking Operations Agent
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.
What is in it for you:
• 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.
Responsibilities:
Trust Accounts
• 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 and Continuous Improvement
• 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.
What you need to succeed:
• 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.
Why 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.
