Seeing beyond numbersºAt 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 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, but complex Securities 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, etc. 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 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 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 securities related transactions 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. ºSecurities knowledge and experience related to Corporate Actions, Entitlements, DRIPS, Small Business and Physical Deposits, etc. is preferred and an asset. 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 assets.
Equity, Diversity & InclusionWe 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. AccessibilityAccommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.PIPEDAWe may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.