Banking Administrator

Vancouver

Permanent

  • Accounting & Finance
  • Job Code: 9S496810412
  • Posted: June 08, 2018
David Aplin Group, one of Canada's Best Managed Companies has partnered with our client to assist them in recruiting a Banking Administrator based in Vancouver. 

New opportunity available for an experienced Banking Administrator to join the Corporate Trust division of a well-respected Canadian Bank. The successful candidate will be part of a happy, energetic workplace and will join a team of experienced Banking Administrators who have been working together successfully for the last number of years. The current team members pride themselves on a strong work ethic, great team-spirit and togetherness and also a drive to make the division as successful as possible

This role offers the candidate a genuine opportunity to make a difference – Our Client’s culture thrives on idea-sharing, collaboration and the ability to create impact.

The Role:
  • Keep daily contact with broker / dealer clients, responding to questions in a timely manner and escalating as appropriate in order to ensure quality customer service
  • Provide guidance and ensure compliance with tax and pension legislation
  • Build strong client relationships 
  • Facilitate ongoing cost savings / process improvement reviews and initiatives through to implementation
  • Oversee processing of monthly pension payments and maintain pensioner records
  • Prepare and issue fee invoices
  • Prepare daily wires to / deposit incoming funds from broker / dealer clients
  • Review and approve estate settlements and prepare required tax slips
  • Process taxable payments and prepare applicable tax slips.
  • Distribute and monitor receipt of the quarterly and annual compliance certificates to broker / dealer and agency clients 
  • Distribute and monitor receipt of the monthly OSFI forms for suppression of terrorism and sanctions
The Ideal Candidate:
  • 2+ years of banking/trust or related experience
  • Solid knowledge of all aspects of registered plans (RRSP, RRIF, TFSA, RESP) operations and legislation
  • Strong work ethic and positive team attitude
  • Ensures and maintains client satisfaction with the product and services offered 
  • Client-driven approach
  • Strong working knowledge of Microsoft Office
Benefits:
  • Employee share purchase plan (ESPP)
  • 100% company-funded health coverage and flexible wellness program
  • Pay-for-performance initiatives

If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Simon Scully, Consultant, David Aplin Office Professionals or sscully@aplin.com Visit our website at www.aplin.com to view our job opportunities, career tips, and tools. We thank all applicants; however, only those selected for an interview will be contacted.

WE APPRECIATE YOUR INTEREST IN DAVID APLIN GROUP.

If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly four decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!

Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at www.aplin.com.

Recruiter:

Profile

Simon Scully

Sales & Marketing / Office Professionals

Vancouver

Consultant

  • 778.372.3478
  • sscully@aplin.com

By clicking ‘Apply’, you agree to David Aplin Group Terms and Conditions of Use.