Banking Associate (Bilingual)

Collabera; Montreal; On-site; CAD 55,000 - 75,000; Full time

Job summary

Collabera is hiring for a financial operations associate in Montreal. You will transfer-out requests, review transaction details, use internal platforms to complete transfers, monitor deadlines, and maintain accurate records in line with regulatory requirements.

You should be bilingual (English/French) with strong communication, be a fast learner, team player, and have experience in financial services or operations. Knowledge of investment products is a plus.

Qualifications

• English/French reading and writing abilities.
• Fast learner, responsible and involved, willing to be part of a team, in a fast-paced environment.
• Experience in financial services or operations preferred.

Responsibilities

• Process transfer-out requests to external financial institutions and internal accounts.
• Review and validate transaction details to ensure accuracy and completeness.
• Utilize internal platforms and operational systems to complete transfer activities.
• Monitor transactions and follow established procedures to meet service standards and deadlines.
• Review account opening documents sent by the Front Office, ensuring integrity, accuracy and fast processing for varying number of files.
• Identify and Escalate discrepancies, risks, or processing issues as required.
• Maintain accurate records and documentation in accordance with operational and regulatory requirements.

Skills

Bilingual EN/FR

Fast learner

Team player

Financial services experience

Job description

• Process transfer-out requests to external financial institutions and internal accounts.
• Review and validate transaction details to ensure accuracy and completeness.
• Utilize internal platforms and operational systems to complete transfer activities.
• Monitor transactions and follow established procedures to meet service standards and deadlines.
• Review account opening documents sent by the Front Office, ensuring integrity, accuracy and fast processing for varying number of files.
• Identify and Escalate discrepancies, risks, or processing issues as required.
• Maintain accurate records and documentation in accordance with operational and regulatory requirements.

Required

• English / French ability to read, write and general communication.
• Fast learner, responsible and involved, willing to be part of a team, in a fast-paced environment.
• Experience in financial services or operations preferred.

Nice to Have

• Other financial institution experience.
• Knowledge of investment products and transfer processes.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

AI Disclosure:

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

About Us:

Collabera is a leading Digital Solutions company providing software engineering solutions to the world’s most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500. {and 59% of the Fortune 50 (could use either stat)}

With Collabera, you

• Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security and Engineering.
• At Collabera you have 80% chances of project extension or redeployment to other clients
• Will have endless opportunities to learn new technologies through our inhouse Training arm – Cognixia.