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- Employment type
- Full-time
- Experience level
- Entry, Junior · 0+ years
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Entry level
Job summary
Process daily electronic payments, wires, EFTs, cheques, bill payments, and service requests, as well as monthly and quarterly oil royalties and taxes. Support payroll and government submissions, reconcile estate and trust account holdings, and maintain Excel records.
Job details
An Initial AI Screening will be conducted for this role. Please Click Here to complete your AI screening while submitting your application. Duration: 6 months Daily Responsibilities: Electronic payments, Wires, EFT, cheques- daily distribution of payments Assist with processing of various daily tasks along with ServiceLink requests. Processing of Oil Royalties within different timeframes monthly or quarterly. Process monthly and quarterly taxes received from different businesses and be able to import information from One system to the next. Process ongoing daily task/diaries from Clientlink, wires, cheque requests, bill payments. Third-party mutual funds, reconciliations of account holdings for Estates and Trust. Maintain and update various Excel sheets. Bill Payments for different vendors Assist with payroll for Monthly, bi-weekly and weekly payroll, including submission of source deductions to different Government offices, along with payments for Executors, and Scholarships Submission of T4/T4A/Rel1 ROE to Service Canada Must-have Skills: Ability to handle multiple requests and be able to prioritize. Ability to handle high volumes at peak times in a fast-paced environment. Be able to work overtime when required to meet SLA’ and high volumes. Strong customer service; be able to follow our model of Client’s First attitude. Be able to understand when a request is urgent and how to resolve it. Be willing to cross-train within the group to perform various duties as requested. Attention to details, is a must requirement. Ability to work independently and within a team environment. Nice-to-have Skills: Knowledge of Mutual funds, settlements and reconciliation of accounts. High accuracy in processing; be able to provide assistance to other team members when required. Be comfortable in dealing with branch inquiries. Knowledge of BTS, JEFE, Berton, BTS GUI, ServiceLink, Excel. Access to a variety of job opportunities across business and geographies Soft Skills: Be able to communicate clearly. FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $19/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.
What you’ll do
Process daily electronic payments, wires, EFTs, cheques, bill payments, and service requests, as well as monthly and quarterly oil royalties and taxes. Support payroll and government submissions, reconcile estate and trust account holdings, and maintain Excel records.
Requirements
Applicants must manage multiple requests, prioritize urgent work, maintain accuracy in a fast-paced, high-volume environment, and work independently and collaboratively. Strong customer service and communication are required; familiarity with mutual funds, settlements, reconciliations, Excel, and the listed banking systems is an asset.
Listed skills
- Time management · Preferred
- Customer service · Preferred
- Teamwork · Preferred
- Attention to detail · Preferred
- Microsoft Excel · Preferred
- Communication · Preferred
- Prioritization · Preferred
- Payment Processing · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Payment Processing
- Wire Transfers
- Electronic Funds Transfers
- Cheque Processing
- Payroll Processing
- Tax Processing
- Reconciliation
- Mutual Funds
- Microsoft Excel
- Attention to Detail
- Prioritization
- Customer Service
- Communication
- Time Management
- Teamwork
- High-Volume Processing
Job areas
- Finance & Accounting
- Administrative
- Customer Service & Support
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