Founded in 1846, 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.This role sits within LBC Tech, a subsidiary of Laurentian Bank Financial Group.The Senior Administration Officer, Estates is responsible for the timely, efficient and accurate administration of client estate settlements. In turn, the incumbent will review, process, document, complete tax reporting, and respond to internal and external inquiries regarding estates settlements in an efficient and timely manner, ensuring compliance with all regulatory requirements.
ºReview, acknowledge and collate Estate documentation. ºContact client's Estate in writing regarding missing or incomplete documentation. ºSearch all Laurentian Bank systems for client holdings. ºProcess all required transactions on Laurentian Bank systems. ºCompute tax position where required. ºKeep up-to-date on the legislation in effect, as well as on policies and procedures. ºUnderstand and follow the established processes, policies and procedures for Estate accounts, ensuring efficient, effective, seamless administration and quality client service is achieved. ºCompile and report on the status of productivity, volume, accuracy, and escalate issues regarding deadlines.ºPerform all other duties and special projects as may be assigned.
ºPost-secondary degree or diploma in a related discipline or equivalent work experience.ºMinimum 2 years experience and familiarity with estate legislation and processing ºIFIC OR Canadian Securities courses, preferredºAbility to communicate verbally and in writing with clients about general estate, trust, taxation and financial issues including economic condition.ºThorough knowledge of relevant systems (T24, CPS and workdesk and products Investment Loans, Registered accounts (RSP and RIF) ºStrong interpersonal skills and ability to work within a team.ºExcellent written and verbal communication skills.ºSuperior organization, time management skills, and attention to details.ºStrong computer skills using Microsoft Word & Excel.ºBilingual (French and English) communication skills are mandatory.
We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender.