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Banking Data Entry Officer
Location Toronto
Start Date 11/14/2017
Type Temporary
Created 11/14/2017
Salary
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Banking Data Entry Officer

Our client is a leading Canadian banking institution.

Pay Rate: $ 17 /hour

Start Date: 11/20

Duration: 6 months

Location: Toronto, ON

 

Must have:

•Excellent oral, written, interpersonal and relationship building skills
•Ability to work independently, be a good problem solver, show initiative, and display good organizational skills
•Proficient with Microsoft Office products – outlook, excel with a lot of reporting, web based system navigation
•Customer service
•Cash processing
•Fast pace
•Data entry minimum 45 wpm

Nice to have:

•Knowledge of financial products, systems, procedures and structure
•Understanding of securities industry regulations, procedures and legal framework
•Understanding of the Financial Planning business is an asset

Accountabilities:
•Build and maintain strong working relationships with a dedicated group of Financial Planners, support staff and other departments
•Professionally represent the company and the Financial Planner during all interactions
•Respond to Financial Planner inquiries to ensure satisfactory resolution of all concerns, coordinating responses with other departments as necessary
•Investigate, resolve, and follow up on Financial Planner and client issues, providing viable solutions or options
•Efficiently manage Financial Planner expectations and concerns through strong communication skills, both verbal and written
•Process cash movement and frequent purchase plan instructions from FP
•Proactively manage activity within the accounts, taking ownership of each transaction
•Actively look for ways to reduce the Financial Planner’s daily administration, allowing the Financial Planner to focus on sales
•Prioritize and manage workflow to ensure quality, efficiency, and ensure deadlines are met; be flexible in adjusting to changing work priorities
•Ensure all personal work meets audit and compliance standards

 

HOW TO APPLY:

Please send resume to resume@gc-employment.com with the subject line "Banking Data Entry Officer - Toronto"