Closed listing
Banking Associate - Estate Processing
- Mississauga, ON, Canada
$17.6 to $24.88 CAD / hour · Contract
This opening has closed.
The original listing is kept below for reference.
Job details
- Pay
- $17.6 to $24.88 CAD / hour
- Job type
- Contract
- Closing date
- Experience
- 2-4 years of retail banking or financial experience
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Are you ready to contribute to a legal financial institution? Apply Now!
Working with one of our top financial clients, this role calls for a Banking Associate - Estate Processing . This position offers an opportunity to provide operational support within a dynamic team, handling back-office processes with a focus on accuracy, compliance, and excellent customer service.
Pay rate range (CAD): $17.60/hr – $24.88/hr
Responsibilities
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Working with one of our top financial clients, this role calls for a Banking Associate - Estate Processing . This position offers an opportunity to provide operational support within a dynamic team, handling back-office processes with a focus on accuracy, compliance, and excellent customer service.
Pay rate range (CAD): $17.60/hr – $24.88/hr
Responsibilities
- Manage requests for VISA redemption and perform ad hoc tasks efficiently
- Review files with a focus on accuracy and compliance
- Handle estate and legal document review processes
- Support internal team communications and workflows
- Maintain high standards of data accuracy and confidentiality
- Contribute to process improvements and adhere to audit guidelines
- Collaborate effectively with internal stakeholders to meet service objectives
- Prioritize tasks to ensure timely completion of daily activities
- Maintain up-to-date knowledge of banking policies and legal documentation
- 2-4 years of retail banking or financial experience
- Proficiency in Microsoft 365 (Word, Outlook, Excel) with 2-4 years of strong administrative skills
- Excellent written and verbal communication skills
- Ability to adapt quickly to changing processes and policies
- Strong attention to detail and high level of accuracy
- Effective organizational and multitasking capabilities
- Customer service experience with a professional mindset
- Experience reviewing estate or legal documents
- Knowledge of MM and FX products such as swaps and forwards
- Familiarity with Global and WSS platforms
- Prior experience in a back-office or legal documentation role
Privacy Policy
More about this job
Responsibilities
The Banking Associate will manage estate and legal document review processes while ensuring data accuracy and compliance. They will also collaborate with internal stakeholders to support workflows and provide operational support for banking requests.
Requirements
Candidates should have 2-4 years of retail banking or financial experience along with strong administrative skills. Proficiency in Microsoft 365 and excellent communication abilities are required for this role.
Skills
- Retail banking
- Financial experience
- Microsoft 365
- Word
- Outlook
- Excel
- Administrative skills
- Written communication
- Verbal communication
- Data accuracy
- Confidentiality
- Organizational skills
- Multitasking
- Customer service
- Estate document review
- Legal document review
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
- Legal
Keywords
- Banking Associate
- Estate Processing
- Retail Banking
- Financial Services
- Microsoft 365
- Word
- Outlook
- Excel
- Compliance
- Data Accuracy
- Legal Documentation
- Customer Service
- Back-office
- VISA redemption
- MM products
- FX products
- Swaps
- Forwards
- Global platform
- WSS platform
- Audit guidelines
- Administrative
- Operations