Senior Operations Officer - Income Processing M/F

Crédit Agricole Group; Montreal (administrative region); On-site; CAD 60,000 - 80,000; Full time

Job summary

Crédit Agricole Group in Montréal, QC is seeking a financial operations professional to validate day-to-day processing, reconciliations, and reporting for CACEIS clients. You will ensure accurate settlements when funds arrive and respond to client inquiries with timely resolutions.

The role focuses on maintaining accurate custody records, resolving discrepancies, and supporting reconciliation workflows across prescribed services, contributing to client satisfaction and operational efficiency.

Qualifications

• Experience in daily financial processing and reconciliations.
• Ability to prepare and present routine reports.
• Strong attention to detail and time management.
• Experience handling client inquiries in a financial setting.

Responsibilities

• Validate daily processing and reconciliations for CACEIS clients.
• Prepare and deliver regular reports within required timeframes.
• Resolve client queries and coordinate settlements upon funds receipt.
• Keep custody book of records updated and accurate.

Skills

Reconciliation

Processing accuracy

Reporting

Client servicing

Query resolution

Job description

Location

700 Boul. René-Lévesque Ouest, Suite 300 Montréal QC H3B 1X8

Job Type

Full time, Permanent position

Business Description

• Supply notification of Income events to clients.
• Reflect their entitlements by updating the custody book of records.
• Settle payment of Income transactions upon receipt of funds to clients’ accounts.
• Provide reconciliation work and attend to client queries.

Job Purpose

Responsible for day-to-day validation of accurate and timely processing, reconciliations, reporting and query resolution within required timeframes across all prescribed services to CACEIS clients.