Data Entry Operator (New Account Opening) - Bank/Finance

Job Description

Role Overview

We are currently seeking a highly organized and detail-oriented individual to join our team. In this role, you will be responsible for efficiently and accurately processing new account applications and ensuring compliance with all regulatory requirements.

The team currently consists of 21 employees, including 3 managers (supervisor, manager, and senior manager). The contract employee will report to the supervisor.

Daily Responsibilities

• Open various account types, including TFSA, FHSA, RSP, and Investment accounts.
• Review and process new account applications, ensuring all required documentation is complete and accurate.
• Send callouts when account openings are not in good order, based on established procedures and training.
• Conduct thorough due diligence checks and verification procedures to meet regulatory and compliance standards.
• Perform account maintenance tasks, such as updating customer information, account closures, and account transfers, in accordance with established policies and procedures.
• Monitor and manage documentation retention in compliance with record-keeping regulations.
• Contribute to process improvement initiatives to enhance operational efficiency and customer experience.
• Collaborate with team members and support a positive and cooperative work environment.

Basic Qualifications

• High school diploma or equivalent.

Required Skills and Qualifications

• Excellent attention to detail and accuracy in processing and verifying documentation.
• Proficient computer skills, including experience with banking systems and MS Office Suite.
• Strong organizational and time management skills, with the ability to prioritize tasks effectively and meet deadlines.
• Ability to work both independently and collaboratively in a team environment.
• Strong problem-solving and analytical skills to identify and resolve issues effectively.

Preferred Qualifications

• Prior experience in banking operations is preferred.
• 1+ year of experience in business, finance, and/or customer service.

The expected base salary range for this position is $19 – $20 per hour, depending on experience, skills, and internal equity.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.