Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The role will provide quality, efficient and specialized administrative support on multiple and diverse assignments

What you will achieve in this role:

- Primary contact for maintenance of up to date client files and the processing of account
documentation/instructions:
- Work with other departments to manage/process client requests for resolution in a timely manner
- Execute market orders and respond to client enquiries promptly and accurately
- Maintain complete client files and ensure documentation is in good order
- Assist IA with daily tracking of transaction summaries, client activity to identify/prevent any errors or omissions
- Demonstrate knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality
- Be aware of and maintain knowledge of financial markets and current/world events

What you will bring to this role:

- Administrative experience
- Client Services Experience
- Microsoft Office – Tech Savvy
- Attention to detail
- Communication skills
- Highly organized

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request. 

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Registered Plans Wealth Operations Officer is responsible for the timely and accurate processing of transactions. This encompasses both financial and non-financial activities. Provides continuity of service to all fields and business partners in order to maintain or exceed our Service Level Agreement commitments and create a Legendary Client Experience.

What you will achieve in this role:

- Process transactions accurately and on time
- Escalate processing issues where necessary to ensure a high level of service is maintained
- Serve clients as required – adhere to Service Level Agreements (SLA) and internal service delivery standards
- Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
- Identify opportunities to improve service delivery and support process improvement initiatives

Develop and Manage the Team/Teamwork
- Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment
- Support the team by continuously developing knowledge in own area
- Ensure adherence to all HR policies, other Bank, and Industry Codes of Conduct
- Keep others informed and up-to-date about the status/progress of projects and all relevant or useful information related to day to day activities

Internal Practices & Processes
- Prioritize and manage own workload to meet SLA requirements for service and productivity
- Multi-task with multiple applications
- Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
- Adapt to fast paced environment/ under pressure / high volumes
- Escalate non-standard or high risk transactions or other activities as appropriate
- Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
- Complete investigations – report/escalate risk issues identified or process gaps
- Know and apply system capabilities, ensure upload/download of information is completed timely and accurately
- Assist in analysis, development, testing, and implementation of operating and process improvements

What you will bring to this role:

- Attention to detail
- Accuracy
- Excel skills knowledge – advanced – will be using 100% of the time – need to run macros for each request – need to be able to manipulate macros/troubleshooting. -Need to have proven experience with examples for interviews
- Typing – strong typing skills – no WPM require but must be quick
- Strong communication – strong English skills
- Comfortable with virtual training

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is looking for a File Clerk to join their Commercial Banking team! The file clerk role is responsible for the digitization of Cash Management agreements and legal documentation related to account openings and service agreements. This position is currently remote for the time being but will resume operation once possible in their office in Halifax, Nova Scotia and it is a 12-month contract with the possibility to extend or go permanent for the right person!

RESPONSIBILITIES:

• Maintain the digital document repository of treasury management agreements and deposit account documentation.
• Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses.
• Coordinates the management of documents’ database; ensures alignment and integration of documents in adherence with company standards.
• Executes the end-to-end documentation processes for assigned sectors, which may include the distribution, collection, review and analysis of the documents.
• Responsible for supporting sales/service with AML/KYC policies.
• Responsible for the digitization of Cash Management agreements and legal documentation related to account openings and service agreements.
• Scanning original client documentation and uploading documents to the documentation repository.
• Management of existing digital documents and aligning to Commercial Banking standards.
• Executes data entry/processing/tracking to support document management activities.
• Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
• Follows records retention guidelines and policies for type of documentation, as required.
• Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.
• Manages the flow of documentation provided to the client, the expectations of clients, Sales, Product Management and Implementation, ensuring appropriate monitoring and follow-up.
• Maintaining various databases; ensuring all information related to the client is populated and kept up-to-date.
• Follow up directly with branches, as necessary, on any outstanding acknowledgements.
• Supports change management work to ensure the achievement of anticipated benefits.
• Broader work or accountabilities may be assigned as needed.

QUALIFICATIONS:

• 0-2 years secretarial/admin/file clerk experience.
• Degree or diploma in a related field.
• Tech savvy and strong communication and analytical skills.
• Understanding of Bank Policy and Procedures, Banking Regulations, applicable laws and Cash Management Products and Services an asset.
• Excellent time management skills and prioritization skills.
• Ability to multi-task in a fast-paced environment and manage multiple relationships.

Our client, a leader in the banking industry is looking for a File Clerk to join their Commercial Banking team! The file clerk role is responsible for the digitization of Cash Management agreements and legal documentation related to account openings and service agreements. This position is currently remote for the time being but will resume operation once possible in their office in Montreal, Quebec and it is a 12-month contract with the possibility to extend or go permanent for the right person!

RESPONSIBILITIES:

• Maintain the digital document repository of treasury management agreements and deposit account documentation.
• Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses.
• Coordinates the management of documents’ database; ensures alignment and integration of documents in adherence with company standards.
• Executes the end-to-end documentation processes for assigned sectors, which may include the distribution, collection, review and analysis of the documents.
• Responsible for supporting sales/service with AML/KYC policies.
• Responsible for the digitization of Cash Management agreements and legal documentation related to account openings and service agreements.
• Scanning original client documentation and uploading documents to the documentation repository.
• Management of existing digital documents and aligning to Commercial Banking standards.
• Executes data entry/processing/tracking to support document management activities.
• Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
• Follows records retention guidelines and policies for type of documentation, as required.
• Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.
• Manages the flow of documentation provided to the client, the expectations of clients, Sales, Product Management and Implementation, ensuring appropriate monitoring and follow-up.
• Maintaining various databases; ensuring all information related to the client is populated and kept up-to-date.
• Follow up directly with branches, as necessary, on any outstanding acknowledgements.
• Supports change management work to ensure the achievement of anticipated benefits.
• Broader work or accountabilities may be assigned as needed.

QUALIFICATIONS:

• 0-2 years secretarial/admin/file clerk experience.
• Degree or diploma in a related field.
• Tech savvy and strong communication and analytical skills.
• Understanding of Bank Policy and Procedures, Banking Regulations, applicable laws and Cash Management Products and Services an asset.
• Excellent time management skills and prioritization skills.
• Ability to multi-task in a fast-paced environment and manage multiple relationships.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

A Credit Specialist is responsible for underwriting annual credit reviews of targeted Commercial Banking borrowers.

What you will achieve in this role:

- Validating borrowers for centralized review based on pre-identified criteria
- Completion of Borrower Risk Ratings and Facility Risk Ratings in adherence with Business Banking policies and procedures
- Apply judgement when recommending credit facility renewals, deal structure amendments and policy waivers for commercial borrowers
- Meet or exceed partner Service Level Agreements
- Develop skills and experience for futures roles
- Converse with Account Managers via phone and email to obtain information necessary to complete the Annual Review- 
- Contribute to a positive fun and inclusive work environment

What you will bring to this role:

- Read and understand financial statements (company prepared, notice to reader, review engagement and audited).
- Education or work experience with a specialization in accounting is preferred.
- Keen attention to detail.
- Working knowledge of standard Microsoft desktop software, specifically Outlook, Excel, and Word.
- Working knowledge of Adobe.
- Ability to work in a high-pressure environment while ensuring work is of high quality.
- Problem solving ability.
- Work independently with minimal supervision and as part of a team.
- Excellent verbal and written communication skills and inter-personal skills.

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Ministry Name: Canadian Forces College

Address: Canadian Forces College, 215 Yonge Blvd, Toronto, ON M5M 3H9. (North York – Located at the northeast corner of Yonge Blvd and Wilson Avenue) Remote work is a possibility

Security Clearance: Yes Reliability Clearance 

T4 / IC Pay rate: $ Open to requests

Contract dates: Tuesday, February 14, 2022 with an end date of Friday, May 20, 2022 

Hours of Work 

8 am – 4 pm Monday through Friday with two 15 min breaks and one 30 min break for lunch. 

Job Title: Library Technician (Cataloguer) Level 2

Education - Mandatory 

Successful completion of at least two (2) years approved post-secondary school training in library science or some other specialty relevant to the position with recent* work experience in a library. 

Experience - Mandatory 

Recent* experience in cataloguing library material using one of the following major integrated library integrated systems: SYMPHONY, HORIZON or Ex Libris.  

*Recent is defined as a minimum of six (6) continuous months’ work in a library within the last three (3) years. 

Duties 

1. Catalogue print and electronic as well as other resources in the SIRSIDYNIX SYMPHONY integrated library system

General Duties 

Performs library duties including: 

1. Catalogue print and electronic book and serials as well as other resources in the SIRSIDYNIX SYMPHONY integrated library system;  
2. Labeling and processing catalogued library material as well as adding copies;
3. Preparing surplus library materials for disposal by creating and circulating lists of surplus library material; sending surplus library material to requesting libraries; boxes remaining surplus library material for disposal; 
4. Other paraprofessional library duties as assigned by manager. 

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The main function of a data entry specialist is to operate data entry devices, such as a keyboard or computer, to verify and input data. A typical data entry specialist is responsible for accurate information documentation and personal project management. 

What you will achieve in this role:

- Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners.

- Compile, sort and verify the accuracy of data before it is entered.

- Locate and correct data entry errors, or report them to supervisors. 

- Compare data with source documents, or re-enter data in verification format to detect errors.

- Maintain logs of activities and completed work. Skills:

- Verbal and written communication skills, attention to detail, and interpersonal skills. 

-Ability to work independently and manage ones time.

- Ability to accurately document and record customer/client information.

-Previous experience with computer applications, such as Microsoft Word and Excel.

- Completion of a speed and accuracy data entry test (May be required). Education/Experience:  High school diploma or GED required.  2-4 years related experience required.

What you will bring to this role:

- Experience performing repetitive tasks
- Detail oriented
- Excel – beginner to intermediate inputting data into reports 2-4 years
- Communication – communicating errors and challenges: articulate
- Prior data entry experience / reporting:2-4 years

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request. 

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The main function of a data entry specialist is to operate data entry devices, such as a keyboard or computer, to verify and input data. A typical data entry specialist is responsible for accurate information documentation and personal project management. 

What you will achieve in this role:

- Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners. 

- Compile, sort and verify the accuracy of data before it is entered. ? Locate and correct data entry errors, or report them to supervisors. 

- Compare data with source documents, or re-enter data in verification format to detect errors.

- Maintain logs of activities and completed work. Skills:

- Verbal and written communication skills, attention to detail, and interpersonal skills. 

- Ability to work independently and manage ones time. 

- Ability to accurately document and record customer/client information. 

- Previous experience with computer applications, such as Microsoft Word and Excel. 

- Completion of a speed and accuracy data entry test (May be required). Education/Experience: 

-High school diploma or GED required. ? 2-4 years related experience required.

What you will bring to this role:

- Experience performing repetitive tasks
- Detail oriented
- Excel – beginner to intermediate inputting data into reports 2-4 years
- Communication – communicating errors and challenges: articulate
- Prior data entry experience / reporting:2-4 years

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request. 

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

What you will achieve in this role:

Adaptability
- Expresses willingness to do things differently, while acknowledging the value of other points of view and ways of doing things.
- Displays a positive attitude in the face of ambiguity and change.

Attention to Detail
- Identifies main concepts and ideas when reading simple, straightforward documents.
- Reviews own work for accuracy and completeness, spotting inconsistencies or discrepancies that indicate problems with quality of work.
- Verifies the accuracy of details that are important to others.

Analytical Thinking
- Breaks straightforward situations into discrete tasks or activities.
- Distinguishes between critical and irrelevant pieces of information.
- Gathers input / information from a few different sources to reach a conclusion.

Effective Communication
-Accurate typing skills with a minimum of 65 WPM.
-Listens/pays attention actively and objectively.
- Presents information and facts in a logical manner, using appropriate phrasing and vocabulary.
- Shares information when requested.
- Communicates with others honestly, respectfully, and sensitively.

Data Literacy
- Basic to intermediate excel knowledge (formulas required, pivot tables)
- Reads documents to extract basic data information.
- Describes standard metrics and statistics that are reported and used in the organization and the industry.
- Explains the advantages of using data as the basis for decision making.

Data Analysis
- Describes quantitative and qualitative methodologies used to interpret and present data.
- Gathers data from multiple sources to inform the development of business insights. 

Improving Business Process
- Learns new ways to do things with guidance.
- Raises questions that challenge current business practices and processes.
- Offers ideas or suggests modified approaches to address current situations or issues. 

Industry Knowledge
- Explains own organization's industry and position in the market.
- Describe the key competitors in the marketplace.
- Performs preliminary research on the industry and competitors. 

Other – Operations Specific:
- Specific knowledge as it relates to previous work experience in transfer processing, system knowledge (CDS, DTC, FundServ, IBM, etc.)
- Specific knowledge as it relates to previous work experience in account setup and maintenance processing, system knowledge (EIS, IBM, Books and Records etc.)
- Previous experience working at a financial institution
- From 0-2+ years experience (Post Secondary Degree preferred)

What you will bring to this role:

- Attention to detail and accuracy is a must
- Adaptability - positive attitude in the face of ambiguity and change
- Accurate typing skills with a minimum of 65 WPM.
- Excellent communication (verbal and written)
- Data Literacy - Basic to intermediate excel knowledge (formulas required, pivot tables)
- Previous work experience in transfer processing, system knowledge (CDS, DTC, FundServ, IBM, etc.)
- Previous work experience in account setup and maintenance processing, system knowledge (EIS, IBM, Books and Records etc.)
- Previous experience working at a financial institution

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request. 

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The main function of the role is confirming transaction details using various methods of confirmation including phone, fax, swift and email .

What you will achieve in this role:

- Understand and apply bank/ departmental operating policies and procedures at all times.

- Manage settlement processing and reporting for local and global equity and/or fixed income trades via our depositories

- Interact with partners, counter parties and depositories to resolve settlement-related inquiries in a timely fashion.

- Ensuring that issues are escalated to management when approval and oversight are required

- Ensure documentation retained for audit purposes is accessible, organized and filed according to department procedures.

- Contribute to the timely and accurate completion of the department's administrative work in addition to your daily functions.

- Provide accurate and timely fails reporting to clients and partners according to established SLAs. Escalate delays in reporting to management and partners as appropriate

- Perform quality investigations emphasizing accuracy and timeliness and escalate issues appropriately when necessary.

- Demonstrate flexibility with working environment changes and requirements. Availability to work during Canadian Holidays to ensure coverage is fundamental to your position.

- Prepare, complete, and deliver month end reporting to management according to procedure and on time

- Abide by dress code policy. Your choice of work attire must be neat, clean and conform to the established dress standards of your business, having regard to personal hygiene and grooming.

- Contribute to a positive work environment by actively participating in work committees and events.

What you will bring to this role:

-Previous programming experience required (VBA, Python, Alteryx, etc.) 2 years
- Accurate typing skills
- Advanced excel knowledge (formulas required, pivot tables) : yes
- Exceptional English speaking and communication skills
- High accuracy, attention to detail
- Quick Learner and ability to multitask
-Ability to track and keep up with employee activity, priorities, requirements, progress etc.

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.