Deposit Administrator II

Assiniboine Credit Union Ltd; Winnipeg; Vor Ort; CAD 52.000 - 78.000; Vollzeit

Benefits dieser Stelle

Bonuses

Matched pension

Health and dental benefits

Zusammenfassung

Assiniboine Credit Union Ltd. is seeking a Deposit Administrator II to support the advisor teams with deposit and estate documentation, data entry and inquiries. You will contribute to service delivery, ensure accuracy and comply with regulatory requirements from FATCA to CRA.

The role supports rural and agricultural communities and offers competitive benefits. The position is based at the Head Office in Winnipeg, MB, with standard back-office hours and opportunities to broaden knowledge in

Qualifikationen

• Experience with investment administration and processing.
• Knowledge of credit union products, policies and procedures.
• Working knowledge of credit union technology and data input.
• Basic computer applications and data entry accuracy.
• Knowledge of Manitoba estate legislation and regulation is an asset.

Aufgaben

• Provide back-office administrative support to Advice & Service Delivery teams.
• Input accurate data into banking systems (accounts, registered plans, estates).
• Act as back-up for Deposit Administrator I responsibilities.
• Ensure compliance with policies, procedures and regulatory requirements.
• Assist year-end activities and filing requirements with other teams.

Kenntnisse

Investment administration

Credit union products knowledge

Credit union technology

Basic computer skills

Estate legislation knowledge (Manitoba

Ausbildung

Grade 12 diploma

Jobbeschreibung

St Anne's Rd Head Office
540 St Anne's Road
Winnipeg, MB R2M 5R7, CAN

Description

ROLE OVERVIEW

Reporting to the Manager, Deposit Operations, the Deposit Administrator II works as part of a team responsible for providing administrative, clerical and back-office support to the advisor teams in investments, registered products, and general deposit administration. The Deposit Administrator II contributes positively to the organization by preparing and processing deposit & estate related documentation for the advisor teams, performing various follow-up procedures and responding to inquiries adding to the overall quality and seamless delivery of service.

KEY ACCOUNTABILITIES

• Providing accurate and timely back office administrative support to the Advice & Service Delivery teams supporting investment products, Outlook Financial member support, registered products, and deposit products such as AgriInvest and trust accounts.
• Ensuring data is accurately input on the banking system including, but not limited to account and registered plan set-up, account lifecycle maintenance (Age 71 processing, locked-in plan and account maintenance, date of death, beneficiary changes, estate processing, etc.)
• Act as a back-up for Deposit Administrator I responsibilities, including Outlook Financial membership opening and account maintenance; investment request processing; trust account maintenance; etc.
• Contributing to the overall departmental objectives and actively participating in team efforts to improve efficiencies and meet service standards.
• Maintaining thorough and current knowledge of Credit Union policies, procedures, service standards and regulatory (legislative) requirements relative to the responsibilities of the department (i.e. Estate regulations, registered products, non-registered term deposit products, Lawyer and real estate trust administration and virtual banking product offering and administration).
• Provide subject matter expertise in all areas of registered estate processing and documentation, including documentation preparation and general support to advisors to enable a strong member/executor experience during the estate handling process.
• Responsible for resolving routine and non-routine problems to ensure the needs of the members, employees and the Credit Union are met.
• Comply with all legislative requirements including, but not limited to, FATCA, Concentra, CRA, etc.
• Assist in the accurate completion of year-end activities and CRA/Concentra filing requirements, collaborating with other department team members on best practices and clean-up activities.
• Complete reconciliations and balancing activities, as needed, as well as the generation of any assigned reporting to aid in department processes.
• Maintain professional confidentiality and privacy at all times
• Supports ACU's commitment to rural and agricultural communities, francophone services, values-based banking, respectful workplace and diversity, equity and inclusion.

QUALIFICATIONS

Education and Experience

A minimum of grade 12 diploma, 3-5 years of job-related experience, and additional course work relating to registered products and estate processing. An equivalent combination of education and experience would be considered.

Key Occupational Skills

• Investment administration and processing knowledge
• Knowledge of credit union products, policies and procedures
• Working knowledge of credit union technology
• Basic computer application skills
• Knowledge of credit union philosophies and principles
• General understanding of credit union operation
• Knowledge of Manitoba estate legislation and regulation is an asset.

LOCATION & WORK ENVIRONMENT:

This position will work primarily from our Head Office, located at 540 St. Annes Rd, Winnipeg, MB R2M 5R7, CAN

WHO WE ARE?

As a Certified B Corporation and one of Manitoba's Top Employers (2024), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community. You'll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.

Choosing to work at Assiniboine Credit Union means that you'll be working for an organization that:

• puts people, planet and prosperity first,
• values diversity and inclusion,
• is focused on social and environmental responsibility,
• supports employees through training programs and long-term career development,
• offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.

If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.

We thank everyone who applies, but only candidates selected for an interview will be contacted.

We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.