Financial Transactions Specialist

What is the opportunity?

• Handle escalations and investigations in a timely manner.
• Process bill payments, including CRA and insurance payments.
• Help a team of 7 individuals with the processing of daily tasks.
• Perform various tasks within two teams: Account Payments and Data Team.
• Use systems such as ServiceLink, ClientLink, Berton BankWires, BTS, and BTS GUI.
• Assist where required to help maintain balance in work volumes within the two teams.
• Keep procedures up to date.
• Meet SLAs and be prepared to work overtime when required, as volumes fluctuate throughout the months, with busy periods on a quarterly basis.

What will you do?

• Assist with processing various daily tasks along with ServiceLink requests.
• Process oil royalties within different timeframes, monthly or quarterly.
• Process monthly and quarterly taxes received from different businesses and import information from one system to the next.
• Process ongoing daily tasks and diaries from ClientLink, wires, cheque requests, and bill payments.
• Handle third-party mutual funds and reconciliations of account holdings for estates and trusts.
• Maintain and update various Excel sheets.
• Process bill payments for different vendors.
• Assist with monthly, bi-weekly, and weekly payroll, including submission of source deductions to different government offices, along with payments for executors and scholarships.
• Submit T4/T4A/Rel1.
• Process ROEs for Service Canada.

What do you need to succeed?

Must-have

• Ability to handle multiple requests and prioritize tasks.
• Ability to handle high volumes at peak times in a fast-paced environment.
• Ability to work overtime when required to meet SLAs and manage high volumes.
• Strong customer service skills and the ability to follow a Clients First attitude.
• Ability to understand when a request is urgent and how to resolve it.
• Willingness to cross-train within the group to perform various duties as requested.
• Strong attention to detail.
• Ability to work independently and within a team environment.

Nice-to-have

• Knowledge of mutual funds, settlements, and reconciliation of accounts.
• High accuracy in processing and the ability to assist other team members when required.
• Comfort in dealing with branch inquiries.
• Knowledge of BTS, JEFE, Berton, BTS GUI, ServiceLink, and Excel.
• Access to a variety of job opportunities across business and geographies.

The expected base salary range for this position is $18 – $19 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.