Banking Associate-CSC/CPA

Are you an experienced Operations Officer seeking a dynamic role? Apply Now! Working with one of our top financial clients, this role calls for a Banking Associate-CSC/CPA. The position involves providing essential operational support within a fast-paced financial environment, executing transactions accurately, managing sensitive information, and contributing to process improvements. The successful candidate will have the opportunity to develop their skills and gain exposure to various systems. Pay rate range (CAD): $17.60/hr – $27.70/hr Responsibilities Review, process, and validate daily transactions with high accuracy and timeliness Track productivity and ensure compliance with established procedures and SLAs Handle sensitive client and operational data with discretion and confidentiality Escalate complex or high-risk issues promptly and appropriately Support continuous process improvements by identifying efficiencies and participating in initiatives Collaborate with team members to meet shared objectives and deadlines Maintain comprehensive understanding of relevant regulatory policies and operational guidelines Contribute to reporting and analysis for special projects and operational metrics Desired Skill-Set Strong proficiency in Microsoft Excel, including macros Familiarity with macro processing and MS Office suite Excellent communication and organizational skills Business maturity with sound judgment and professionalism Ability to handle high volumes of work within strict deadlines Strong attention to detail and accuracy Self-motivated, independent, and a quick learner Experience handling sensitive information and adhering to confidentiality protocols Nice to Have Prior experience in trade processing or cash product operations (loans, deposits, swaps, forwards) Knowledge of Global and WSS platforms Demonstrated leadership and proactive problem-solving skills BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled. Privacy Policy

The role involves processing and validating daily financial transactions while ensuring compliance with SLAs and regulatory policies. The associate will also handle sensitive client data and contribute to operational process improvements.

Candidates should have strong proficiency in Microsoft Excel and macros, along with the ability to handle high volumes of work under strict deadlines. Experience in trade processing or cash product operations is considered a plus.

• Problem solvingPreferred
• Attention to detailPreferred
• Microsoft ExcelPreferred
• MS-OfficePreferred
• CommunicationPreferred

Identified from the job description. Confirm important requirements above.

• Microsoft Excel
• Macros
• MS Office
• Communication
• Organizational Skills
• Attention To Detail
• Trade Processing
• Cash Product Operations
• Global Platforms
• WSS Platforms
• Problem Solving
• Confidentiality Protocols

• Finance & Accounting
• Administrative
• Customer Service & Support

Minimum education

Professional degree

Minimum experience

0+ years

Apply by

Oct 9, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Entry level

Application method

Direct apply is available