About the role
Job Description
Job Title: Banking Coordinator
Duration: 12 Months (Renewable or Temp to Hire) Location: Toronto, ON, C5X1J9 (Onsite) Temp to perm: Possible Bilinguism: English mandatory; French is an asset
Role Overview
The successful candidate reports to the Manager, Account Transition Services. The candidate will be responsible for reviewing, analyzing and making decisions on complex account opening documentation and supplementary forms, including, but not limited to QI/FATCA documentation, Formal/Informal Trust Documentation, RESPs, etc. Review, in meticulous detail, is required for all submissions to ensure all accounts are approved or declined within a set service level agreement (SLA). The candidate will be responsible for managing the Account Review process for all Portfolio Managers custodied at CLIENT including Elite Clients.
The candidate must be able to use sound judgement when reviewing documentation that requires complexities to prioritized and considered in conjunction with regulatory and business requirements. Identifying submission trends is key to proactively correct submission errors and enhance the user experience. Additionally, the candidate must have the ability to clearly and confidently articulate complex scenarios via email, over the phone and during regular touchpoints with Elite Clients.
A successful candidate must understand how they complete their work, i.e., attitude, behavior, disposition, and teamwork are just as important as daily production.
Responsibilities
- Meticulous attention to detail when reviewing account documentation and supplementary forms
- Manage Mailbox communication and investigate queries in a timely manner to meet SLA
- Screening Corporate and Individual profiles
- Communication with internal partners and Networks must include access to self-serve links to drive digital adoption and learning behaviors
- Communicate deficiencies, rejects and next steps with Networks indicating deficiencies with clarity and precision
- Collaborate with various partners to share best practices
Qualifications
Post secondary education with 2-3 years relevant experience Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint) Excellent verbal and written communication skills Strong organizational skills with the ability to manage multiple priorities in a growth environment Proven ability to work effectively as a team member Attention to detail and communicate a clear understanding and sense of urgency Excellent communication and interpersonal skills
Nice to have
Bi-Lingual (French) Completion of the Canadian Securities Course (CSC) Certification Options Licensing Course (OLC) or Options Supervisors Course (OPSC)
Not the right fit? Search for Banking Coordinator jobs in Toronto, Ontario, Canada
About Infotree Global Solutions
Infotree Global was founded in 2002 in a small office in Canton, MI, Infotree Global had a clear mission; To bring the world’s best talent together with the greatest companies producing results through continuous improvement and innovation. From those humble beginnings, Infotree Global has explosively grown from a two-person operation to a global solutions company, functioning in over 150 countries across 5 different continents.
Infotree Global proudly serves more than 250 of the Global 1000, numerous government agencies, and some of the world’s largest nonprofit organizations. Our sustained growth is attributed to our focus and commitment to our thousands of full-time professionals. In today’s market, where high-quality dedicated individuals are in demand; Infotree Global recognizes that an emphasis on understanding, achieving, and exceeding our employee’s goals, aspirations and overall experience is paramount. This “people over profits” mindset has yielded tremendous success for our employees and clients. Our employees have a vast array of assignments available across the world to help achieve and exceed their career goals and our clients have motivated, dedicated, and hardworking professionals on their team. We are here to help the best talent work with the greatest companies to produce innovative results in a variety of industries including but not limited to IT, Engineering, Clinical, Skilled Trades, Finance and Accounting.
Our mission’s success is supported by several industry awards and accolades. If you are looking for a committed and understanding partner, your search ends here.
Similar Jobs
About the role
Job Description
Job Title: Banking Coordinator
Duration: 12 Months (Renewable or Temp to Hire) Location: Toronto, ON, C5X1J9 (Onsite) Temp to perm: Possible Bilinguism: English mandatory; French is an asset
Role Overview
The successful candidate reports to the Manager, Account Transition Services. The candidate will be responsible for reviewing, analyzing and making decisions on complex account opening documentation and supplementary forms, including, but not limited to QI/FATCA documentation, Formal/Informal Trust Documentation, RESPs, etc. Review, in meticulous detail, is required for all submissions to ensure all accounts are approved or declined within a set service level agreement (SLA). The candidate will be responsible for managing the Account Review process for all Portfolio Managers custodied at CLIENT including Elite Clients.
The candidate must be able to use sound judgement when reviewing documentation that requires complexities to prioritized and considered in conjunction with regulatory and business requirements. Identifying submission trends is key to proactively correct submission errors and enhance the user experience. Additionally, the candidate must have the ability to clearly and confidently articulate complex scenarios via email, over the phone and during regular touchpoints with Elite Clients.
A successful candidate must understand how they complete their work, i.e., attitude, behavior, disposition, and teamwork are just as important as daily production.
Responsibilities
- Meticulous attention to detail when reviewing account documentation and supplementary forms
- Manage Mailbox communication and investigate queries in a timely manner to meet SLA
- Screening Corporate and Individual profiles
- Communication with internal partners and Networks must include access to self-serve links to drive digital adoption and learning behaviors
- Communicate deficiencies, rejects and next steps with Networks indicating deficiencies with clarity and precision
- Collaborate with various partners to share best practices
Qualifications
Post secondary education with 2-3 years relevant experience Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint) Excellent verbal and written communication skills Strong organizational skills with the ability to manage multiple priorities in a growth environment Proven ability to work effectively as a team member Attention to detail and communicate a clear understanding and sense of urgency Excellent communication and interpersonal skills
Nice to have
Bi-Lingual (French) Completion of the Canadian Securities Course (CSC) Certification Options Licensing Course (OLC) or Options Supervisors Course (OPSC)
Not the right fit? Search for Banking Coordinator jobs in Toronto, Ontario, Canada
About Infotree Global Solutions
Infotree Global was founded in 2002 in a small office in Canton, MI, Infotree Global had a clear mission; To bring the world’s best talent together with the greatest companies producing results through continuous improvement and innovation. From those humble beginnings, Infotree Global has explosively grown from a two-person operation to a global solutions company, functioning in over 150 countries across 5 different continents.
Infotree Global proudly serves more than 250 of the Global 1000, numerous government agencies, and some of the world’s largest nonprofit organizations. Our sustained growth is attributed to our focus and commitment to our thousands of full-time professionals. In today’s market, where high-quality dedicated individuals are in demand; Infotree Global recognizes that an emphasis on understanding, achieving, and exceeding our employee’s goals, aspirations and overall experience is paramount. This “people over profits” mindset has yielded tremendous success for our employees and clients. Our employees have a vast array of assignments available across the world to help achieve and exceed their career goals and our clients have motivated, dedicated, and hardworking professionals on their team. We are here to help the best talent work with the greatest companies to produce innovative results in a variety of industries including but not limited to IT, Engineering, Clinical, Skilled Trades, Finance and Accounting.
Our mission’s success is supported by several industry awards and accolades. If you are looking for a committed and understanding partner, your search ends here.