Estate Settlements Representative

TEKsystems; Toronto; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A leading provider of technology services based in Toronto is looking for an entry-level Estates Settlements Administrator. This hybrid role involves reviewing client accounts, processing transactions, and collaborating with stakeholders. The ideal candidate should have some banking operations experience and proficiency in MS Office. Join a dynamic team where your contributions will support the wealth and asset management sectors. Pay is competitively set at $22.00/hr.

Qualifications

• Experience in estate settlements is preferred.
• Entry level candidates welcomed with minimal banking operations exposure.

Responsibilities

• Review client accounts and movement of funds.
• Process transactions and activities accurately.
• Collaborate with stakeholders to respond to inquiries.

Skills

Top 5 Banking Operations Experience

MS Office (Word, Excel, PPT, Outlook, One Drive)

Less than 1 year of banking operations experience

Job description

Our client, a Big 5 Bank, is currently looking to hire for an entry level, back office Estates Settlements Administrator to join their team in Toronto, ON! This role is hybrid and would require the candidate to work in office 2 days a week.

Day to day include reviewing client accounts and movement of funds. They will review estates and legal documentation. Work within a ticketing system, with an SLA of 24-48 hours. Handles client accounts (40-45 per day)

Day - day summary: They are responsible for processing. Each agent will get a set number of items to work on. They may be auditing a file, entering data/input into a system, going through ticketing system, etc. They will have set tasks / productivity to do daily. They will go through a ticketing platform and work through a que of action items. This could be going through tickets/ documentation, etc. Ticketing systems are AWS and BPM. They are also also doing some data entry work and will track requests coming in (what types of requests, is it escalations, general questions, general audit, etc.).

The role: Provides end-to-end support for our clients mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.

Responsibilities

• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• May function as a problem-solving resource for more junior staff.
• Organizes work information to ensure accuracy and completeness.
• Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
• Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
• Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
• Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
• Checks and reconciles information and documentation to ensure accuracy and completeness.
• Analyzes data and information to provide insights and recommendations.
• Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
• Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
• Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
• Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.

Qualifications

• Top 5 Banking Operations Experience or Financial Services Operations Experience (ideally experience in estate settlements)
• MS office - (Word, excel, ppt, outlook, one drive)
• Open to entry level candidates with less than 1 years of banking operations experience

Job Type & Location

This is a Contract position based out of Toronto, ON.

Pay and Benefits

The pay range for this position is $22.00 - $22.00/hr.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands‑on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.