Analyst – Know Your Client

Jobtailor; Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

Jobtailor in Calgary, Alberta seeks a KYC Support Specialist to provide administrative and analytical support to the Financing team. You will manage the KYC process for loan applications, review documentation, and ensure accurate submissions while staying aligned with policies.

The role emphasizes client service and collaboration with internal and external stakeholders. The ideal candidate holds a Bachelor's degree in Business Administration or related field, with strong analytical and

Qualifications

• Bachelor's degree in Business Administration or related field.
• Ability to analyze and interpret financial statements.
• Strong business acumen.
• Ability to build and maintain effective relationships with internal and external stakeholders.
• Exceptional attention to detail.
• Client service orientation with the ability to listen, identify issues, and support resolution.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to prioritize workload and manage multiple responsibilities simultaneously.
• Ability to work independently and meet tight deadlines.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Provide administrative and analytical support to the Financing team.
• Manage the Know Your Client (KYC) process for loan applications.
• Review client files and analyze KYC documentation.
• Identify compliance concerns and work with stakeholders.
• Follow up with clients for required documentation.
• Manage multiple KYC files ensuring accuracy.
• Submit complete KYC documentation in accordance with policies.
• Provide timely and professional service to clients.
• Build relationships with clients and stakeholders.
• Stay updated on KYC policies and industry trends.

Skills

Financial statement analysis

Business acumen

Stakeholder relationships

Attention to detail

Client service orientation

Written and verbal communication

Organizational skills

Independence

Microsoft Office Suite

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

• Provide administrative and analytical support to the Financing team


• Manage the Know Your Client (KYC) process for loan applications


• Review client files and analyze KYC documentation


• Identify compliance concerns and work with stakeholders


• Follow up with clients for required documentation


• Manage multiple KYC files ensuring accuracy


• Submit complete KYC documentation in accordance with policies


• Provide timely and professional service to clients


• Build relationships with clients and stakeholders


• Stay updated on KYC policies and industry trends

Requirements

• Bachelor's degree in Business Administration or a related field


• Ability to analyze and interpret financial statements


• Strong business acumen


• Ability to build and maintain effective relationships with internal and external stakeholders


• Exceptional attention to detail


• Client service orientation with the ability to listen, identify issues, and support resolution


• Excellent written and verbal communication skills


• Strong organizational skills with the ability to prioritize workload and manage multiple responsibilities simultaneously


• Ability to work independently and meet tight deadlines


• Proficiency in Microsoft Office Suite

Core Competencies

Demonstrates expertise in managing the Know Your Client (KYC) process, ensuring compliance with policies while providing exceptional client service. Strong analytical skills are essential for reviewing documentation and interpreting financial statements effectively.

Highest-signal resume keywords

• KYC Process Management


• Financial Statement Analysis


• Client Relationship Building


• Attention to Detail


• Microsoft Office Suite Proficiency

ATS Optimization Keywords

Hard Skills

• KYC Documentation Review


• Compliance Identification


• Analytical Support


• Documentation Submission


• Financial Analysis

Soft Skills

• Client Service Orientation


• Effective Communication


• Organizational Skills


• Independence


• Relationship Management

Industry Keywords

• Business Administration


• Stakeholder Engagement


• Industry Trends


• Loan Applications


• Documentation Accuracy