An Initial AI Screening will be conducted for this role. Please Click Here to complete your AI screening while submitting your application.
Duration: 6 months
Daily Responsibilities:
- Electronic payments, Wires, EFT, cheques- daily distribution of payments
- Assist with processing of various daily tasks along with ServiceLink requests.
- Processing of Oil Royalties within different timeframes monthly or quarterly.
- Process monthly and quarterly taxes received from different businesses and be able to import information from
- One system to the next.
- Process ongoing daily task/diaries from Clientlink, wires, cheque requests, bill payments.
- Third-party mutual funds, reconciliations of account holdings for Estates and Trust.
- Maintain and update various Excel sheets.
- Bill Payments for different vendors
- Assist with payroll for Monthly, bi-weekly and weekly payroll, including submission of source deductions to different Government offices, along with payments for Executors, and Scholarships
- Submission of T4/T4A/Rel1
- ROE to Service Canada
Must-have Skills:
- Ability to handle multiple requests and be able to prioritize.
- Ability to handle high volumes at peak times in a fast-paced environment.
- Be able to work overtime when required to meet SLA’ and high volumes.
- Strong customer service; be able to follow our model of Client’s First attitude.
- Be able to understand when a request is urgent and how to resolve it.
- Be willing to cross-train within the group to perform various duties as requested.
- Attention to details, is a must requirement.
- Ability to work independently and within a team environment.
Nice-to-have Skills:
- Knowledge of Mutual funds, settlements and reconciliation of accounts.
- High accuracy in processing; be able to provide assistance to other team members when required.
- Be comfortable in dealing with branch inquiries.
- Knowledge of BTS, JEFE, Berton, BTS GUI, ServiceLink, Excel.
- Access to a variety of job opportunities across business and geographies
Soft Skills:
- Be able to communicate clearly.
FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $19/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.
