Administration Coordinator

January 14, 2022 Business Management and Administration

Job Overview

Job title: Administration Coordinator

Job description: This year, we are proud to celebrate our 175th anniversary. Since our founding in Quebec in 1846, we’ve been committed to improving the financial health of all of our clients. We are driven by the opportunity to help families thrive, communities grow and businesses succeed. As our roots have grown stronger than ever before, we are ready to lead the way for the next 175 years.

Laurentian Bank Financial Group (LBCFG) is a diversified financial services provider whose mission is to help its customers improve their financial health. The Laurentian Bank of Canada and its entities are collectively referred to as Laurentian Bank Financial Group (the “Group” or the “Bank”).

With more than 2,900 employees guided by the values of proximity, simplicity and honesty, the Group provides a broad range of advice-based solutions and services to its personal, business and institutional customers. With pan-Canadian activities and a presence in the U.S., the Group is an important player in numerous market segments.

The role is to fill under LBC Tech, a subsidiary of the Laurentian Bank Financial Group.

The incumbent is responsible for the daily administration and processing of various financial products, in accordance with Laurentian Bank of Canada’s standards, policies, procedures and established SLA’s. The incumbent will be expected to support or answer internal/external partners’ inquiries, regarding the products administered within the department, while providing a consistent level of superior customer service as well as providing subject matter expertise for department projects and initiatives. The incumbent is also responsible for maintaining and updating reports,
Responsibilities
ºAnalyzes, documents, and accurately executes routine self-directed mutual fund transactions using various computer systems, within set parameters and timelines.
ºEnsures that set standards for processing, client services, documentation and execution of routine transactions are met at all times.
ºPrioritizes and schedules transaction processing, working within the accepted industry and department established time frames, while adhering to internal audit standards.
ºAdministers and processes product specific financial or non-financial transactions, according to Laurentian Bank’s standards, policies, and procedures.
ºResearches, prepares, processes, balances, reconciles, and ensures quality control of all financial and non-financial transactions for clients.
ºMonitors the incoming documents queue to ensure processing according to Laurentian Bank’s service standards.
ºMaintains client files, ensures efficiency in retrieving documents, and archives closed files for easy accessibility.
ºResearches and answers inquiries from internal and external partners, such as Customer Services or financial advisors, Fundo co.’s regarding products and processing issues.
ºEscalates and makes recommendations to the appropriate authority about any inquiries or issues that are beyond their scope.
ºVerifies own work and the work of fellow Administration Officers in the department, for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements.
ºCompletes daily workload within timeframes set by Laurentian Bank and addresses any issues with the direct manager.
ºParticipates in department meetings and contributes to the planning process of achieving departmental and personal goals, as well as communicates any problems or concerns.
ºSubmits recommendations to improve work processes to direct manager.
ºKeeps abreast of legislation, policies, and procedures, which relate to products and services.
ºParticipates in special projects and carries out any other similar or general task at the request of their direct people manager or that may be required by their function.
ºAccurately executes mutual fund trades within set parameters and timelines.
ºMaintains excellent working relationships with internal and external partners.
ºVerifies own work and work of team members in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements.
Qualifications
ºPost-secondary degree or diploma in Business or in a related field.
ºBilingual (French/English) verbal and written communication skills are mandatory.
º2 to 3 years of work experience within a regulated dealer operations or bank operations department in an administration or processing role.
ºCompletion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is an asset.
ºKnowledge of banking, mortgage, investment loan, self-directed, securities, mutual funds, lending products.and other lending products.
ºExcellent attention to detail and accuracy.
ºMust possess intermediate to advanced skills in MS Excel. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook is a must.
ºFamiliarity with using large and complex financial database systems; ability to learn inquiry and maintenance functions in back office processing systems.
ºExcellent interpersonal and communications skills, both verbal and written.
ºExcellent customer service skills with the ability to communicate information effectively.
ºAble to work in a high volume, multitasking environment with extremely demanding time frames.
ºStrong organizational, time-management, and multitasking skills.
ºHighly motivated with a desire to succeed and progress.
ºAbility to work effectively with others as part of a team.
ºCompletion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is preferred.
ºFamiliarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.
ºAbility to work effectively with others as part of a team.
Additional Information
Equity, Diversity & Inclusion:
We are proud to be an equal opportunity employer and are committed to fostering an inclusive and accessible work environment that reflects the diversity of our customers and our communities. We welcome and encourage applications from individuals from all groups, including Indigenous people, women, visible minorities, and persons with disabilities, regardless of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability or any other legally-protected ground.
Accessibility:
Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.
PIPEDA:
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

Share this job

Save jobClick to add the job to your shortlist

You need to or to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Before you apply –
Turn on alerts for jobs like this!

We’ll send them straight to your inbox :

Email address required Other Marketing Communication

Yes, I’d like to receive emails from LocalWork.ca with helpful announcements of advertising specials, new features, notices, events, special offers and other important information that may be of interest to me.

Province required

When you create this job alert we will email you a selection of jobs matching your criteria. Our and apply to this service.

All emails will contain a link in the footer to enable you to unsubscribe at any time.

LocalWork.ca is a property of Metroland Media Group Ltd. 211 Prichard Rd. Unit #4 Hamilton, ON L8J 0G5,

To see our Privacy Policy, click

Create alert and continue to apply (This will open in a new window from which you will be automatically redirected to an external site after 5 seconds)

Company:

Expected salary:

Location: Richmond Hill, ON

Job date: Fri, 14 Jan 2022 06:20:04 GMT

Job Source: Careerjet.ca