Job Description
Role Overview:
The selected candidate will be responsible for reviewing account opening documents received from the Front Office, ensuring their integrity, accuracy, and timely processing while managing varying volumes of files.
Daily Responsibilities:
- Review account opening documents sent by the Front Office.
- Ensure the integrity and accuracy of documents.
- Ensure fast and efficient processing of varying numbers of files.
Required Technical Skills:
- Microsoft Excel – Basic functionality.
- Microsoft Word – Basic functionality.
- Microsoft Outlook – Basic functionality.
Must-have Skills, Experience & Qualifications:
- Ability to read, write, and communicate in English.
- Ability to read, write, and communicate in French is a plus.
- Fast learner.
- Responsible and involved.
- Willingness to be part of a team.
- Ability to work in a fast-paced environment.
Nice-to-have Skills & Experience:
- Leadership skills.
- PowerPoint and presentation skills.
- Experience working with other financial institutions.
Soft Skills:
- Time management.
- Teamwork.
- Communication.
- Decision-making.
- Problem-solving.
Language Requirements:
- English: Fluent, written and verbal.
- French: Fluent, written and verbal proficiency is a plus.
The expected base salary range for this position is $20 – $21 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
