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 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.
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 Dealer Services and 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, etc. ºMonitors the incoming documents queue to ensure processing according to Laurentian Bank Dealer Services and 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 work of team members in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements. ºCompletes daily workload within strict timeframes set by Laurentian Bank Dealer Services and 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.ºParticipates in the maintenance and creation of department policies and procedures, while providing recommendations for improvements to their direct manager.
ºPost-secondary degree or diploma in Business or in a related field. 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 preferred and 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.ºFamiliarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.ºBilingual (French/English) verbal and written 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.