Senior Administration Officer
City : Montreal
Category : Full Time
Industry : Financial Services
Employer : Laurentian Bank
Seeing beyond numbers™
At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.
This role sits within Laurentian Bank.The incumbent is responsible for the daily administration, processing and reconciliation of banking products, in accordance with Laurentian Bank standards, policies and procedures. The incumbent is also responsible for maintaining and updating reports, as well as responding to internal and external customer inquiries regarding products administered within the sector, while ensuring high quality customer service.
Responsibilities
- Review, acknowledge and collate Estate documentation.
- Contact client’s Estate in writing regarding missing or incomplete documentation.
- Search all Laurentian Bank systems for client holdings.
- Process all required transactions on Laurentian Bank systems.
- Compute tax position where required.
- Keep up-to-date on the legislation in effect, as well as on policies and procedures.
- Understand and follow the established processes, policies and procedures for Estate accounts, ensuring efficient, • effective, seamless administration and quality client service is achieved.
- Compile and report on the status of productivity, volume, accuracy, and escalate issues regarding deadlines.
- Perform all other duties and special projects as may be assigned.
Qualifications
- Excellent attention to detail and accuracy.
- 2 to 3 years of professional experience in administration or data processing with a financial institution, required.
- Post-secondary degree or diploma in Business or related field.
- Ability to work thoroughly and meticulously.
- Bilingual* (French/English) verbal and written communication skills are mandatory.
- Highly proficient in MS Office applications, including Word, Excel, PowerPoint and Outlook
- Familiarity with using large and complex financial database systems; ability to learn inquiry and maintenance functions in back office processing systems.
- Excellent customer service skills with the ability to communicate information effectively.
- Ability to work in a high volume, multitasking environment with extremely demanding time frames.
- Strong organizational, time-management, and multitasking skills.
- Highly motivated with a desire to succeed and progress.
- Ability to work effectively with others as part of a team.
*Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.
What Laurentian Bank has to offer you:
The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.
Here are some of the key points of our offering:
- The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
- Total compensation: Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
- Work model: We prioritize a hybrid work model based on business needs.
- Stock purchase plan: Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
- Time off: In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.
- Health and wellness: Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
- Group insurance and pension: We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
- Financial benefits: As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.
We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.
Inclusion and Accessibility
At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.
We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.
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