Banking Administrative Assistant - CSC/CIRE

BeachHead Inc.; Calgary; On-site; CAD 37,000 - 43,000; Full time

Job summary

BeachHead Inc. is seeking an experienced Banking Administrative Assistant - CSC/CIRE to support a busy financial client in Calgary. You will handle client requests, assist with account openings, process payments, and help keep daily operations running smoothly.

The role emphasizes accurate data entry, compliance, and professional communication. You will work with a team, schedule meetings, prepare reports, and maintain client information across banking systems while ensuring high-quality service.

Qualifications

• Proven experience in banking or financial institution environments.
• Strong customer service skills to handle inquiries professionally.
• Proficiency with Microsoft Word, Excel and Outlook.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy in documentation.
• Able to work independently and prioritize tasks effectively.

Responsibilities

• Process client requests such as payments and account opening procedures.
• Respond to emails and client inquiries in a timely manner.
• Support preparation for client meetings, including documentation and reports.
• Manage and update client information within banking systems.
• Ensure compliance with internal policies and regulatory requirements.
• Maintain accurate documentation and data entry.
• Collaborate with team members to support administrative needs.
• Assist in scheduling and coordinating meetings or onboarding activities.

Skills

Banking experience

Customer service

Attention to detail

Independent worker

Time management

Education

CSE or CIRE certification

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Are you an experienced administrative professional looking to support a dynamic banking environment?

Working with one of our top financial clients, this role calls for aBanking Administrative Assistant - CSC/CIRE. This position offers an excellent opportunity to gain experience in a collaborative banking environment while providing vital administrative support to a team of professionals. The successful candidate will manage client requests, process payments, and assist with account opening and inquiries, ensuring smooth daily operations and high-quality client service.

Pay rate range (CAD): $17.60/hr – $20.49/hr

Responsibilities

• Process client requests such as payments and account opening procedures
• Respond to emails and client inquiries in a timely manner
• Support preparation for client meetings, including gathering documentation and creating reports
• Manage and update client information within banking systems
• Ensure compliance with internal policies and regulatory requirements
• Maintain accurate documentation and data entry
• Collaborate with team members to support administrative needs
• Assist in scheduling and coordinating meetings or onboarding activities

Desired Skill-Set

• Proven experience in banking or financial institution environment
• Strong customer service skills with the ability to handle inquiries professionally
• Proficiency in Microsoft Office applications (Word, Excel, Outlook)
• Excellent verbal and written communication skills
• High attention to detail and accuracy in documentation
• Ability to work independently and prioritize tasks effectively

Nice to Have

• CSE or CIRE certification
• Previous experience supporting client-facing banking operations
• Familiarity with compliance procedures and account documentation standards
• Bilingual language skills are an asset

BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.

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