Financial Services Representative

Altis Recruitment; Hamilton; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading financial services firm in Hamilton is seeking a Financial Services Representative to provide exceptional customer service and manage various investment accounts. This full-time position demands attention to detail and compliance expertise, aiming for a rewarding career in the finance sector.

Qualifications

• Minimum of 2 years of experience in a financial institution.
• Strong knowledge or interest in GICs, RSPs, and RRIFs.
• Excellent written and verbal communication skills.

Responsibilities

• Administer investment products including GICs, RSPs, and RRIFs.
• Ensure compliance with AML and ATF regulations.
• Handle daily cash drawer management.

Skills

Customer Service

Organization

Attention to Detail

Compliance

Cash-handling

Job description

About the Company

Join our reputable private lending client in Hamilton for an excellent full time permanent opportunity for those looking to grow their career in the investment and customer service space.

About the Role

The Financial Services Representative plays a vital role in delivering exceptional customer service, managing various savings and investment accounts, including GICs, RSPs, and RRIFs, and ensuring the smooth processing of daily transactions. This position requires a keen attention to detail, strong organizational skills, and a commitment to maintaining compliance with relevant policies and regulations.

Responsibilities

• Prepare, process, and administer all investment products, including Savings, Chequing, and Business Accounts, GICs, RSPs, and RRIFs, handling tasks such as renewals, principal and interest payments, and generating savings and investment statements.
• Process Deposit Agent commissions, estate transactions, and re-registrations accurately and efficiently.
• Understand and apply bank policies and procedures related to Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) to ensure compliance with documentation requirements.
• Maintain control over the cash drawer, managing and balancing it on a daily basis.
• Foster and maintain relationships with Deposit Agents, ensuring all transactions adhere to due diligence procedures.
• Perform duties related to bank account clearing on a daily basis.
• Demonstrate strong organizational and interpersonal skills, providing quality service to ensure a positive customer experience.

Qualifications

• A minimum of 2 years of experience in credit union, bank or financial institution.
• Strong knowledge OR keen interest in learning GICs, RSPs, and RRIFs.
• Excellent written and verbal communication skills.

Required Skills

• Strong organizational skills.
• Attention to detail.
• Commitment to compliance.
• Experience in customer service.
• Adept at Cash-handling.

Preferred Skills

• Knowledge of financial products.