Estate Processing Officer

Dexian; Mississauga; On-site; CAD 42,000 - 55,000; Full time

Job summary

Dexian is hiring for a 12-month contract in Mississauga, focusing on VISA redemption requests, file reviews, and estate documentation review. The role requires strong administrative skills and familiarity with retail banking processes.

The candidate will perform administrative activities, handle documentation, and adapt to changing processes while delivering excellent customer service.

Qualifications

• 2–4 years of banking/financial experience, specifically in retail banking.
• Proficiency with MS Word, Outlook, and Excel is required.
• Familiarity with banking products and policies is a strong asset.

Responsibilities

• Handle VISA redemption requests and related ad hoc tasks.
• Review files and related documentation for accuracy.
• Provide strong administrative support across processes and teams.
• Apply retail banking knowledge to requests and policies.

Skills

Banking experience

Retail banking

MS Word

MS Excel

MS Outlook

MS 365

Job description

Duration: 12 months contract (with possibility of extension/conversion)

Summary of the Role

The role will involve working on VISA redemption requests and ad hoc tasks, reviewing files, and supporting administrative activities. The position requires strong administrative skills and an understanding of retail banking. The candidate will also be responsible for estate document review and handling related documentation.

Typical Day-to-Day Responsibilities

• Work on requests for VISA redemption.


• Complete ad hoc tasks as required.


• Review files and related documentation.


• Perform administrative activities and provide strong administrative support.


• Work with different processes as required and adapt to process changes.


• Apply knowledge of retail banking products and policies when handling requests.


• Communicate effectively and maintain a strong customer service mindset.

MUST-HAVE Hard Skills

• 2–4 years of banking/financial experience, specifically in retail banking.


• Familiarity with banking products and policies is very helpful and a strong asset.


• Proficiency in MS 365, including:


• MS Word


• MS Outlook


• MS Excel

3. Strong Administrative Background

• 2–4 years of strong administrative experience.


• Strong administrative skills and ability to manage different processes as required.

NICE-TO-HAVE

• Experience with estate documentation review.


• Experience with legal document review.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.