Senior Administration Officer, Adjustments & LOI, Dealer Services
About the role
Seeing beyond numbersTM At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.
This role sits within Laurentian Bank.
The incumbent is responsible for the daily administration, processing and reconciliation of Banking products, in accordance with Laurentian Bank’s standards, policies, and procedures. The incumbent is also responsible for maintaining and updating reports and answering internal and external clients’ inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.
Responsibilities
- Administer and process product specific financial or non-financial transactions, according to Laurentian Bank’s standards, policies, and procedures.
- Review and process error corrections received as internal adjustments or external letter of indemnities. Communicate to external parties and client and follow up to ensure correction is fully completed and all impacts are identified (e.g. tax receipts) and fully adjusted.
- Research, prepare, process, balance, reconcile, and ensure quality control of all financial and non-financial transactions for clients. Verify own work for accuracy, clarity, and completeness, and ensure compliance with internal and external audit and regulatory requirements.
- Research complex items for resolution.
- Research and answer inquiries from internal and external parties, regarding products and processing issues.
- Escalate and make recommendations to the appropriate authority about any inquiries or issues that are beyond their scope. Submits recommendations to improve work processes to the supervisor.
- Complete daily workload within strict timeframes set by Laurentian Bank and addresses any issues with the management.
- Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function.
Qualifications
- Administer and process product specific financial or non-financial transactions, according to Laurentian Bank’s standards, policies, and procedures.
- Review and process error corrections received as internal adjustments or external letter of indemnities. Communicate to external parties and client and follow up to ensure correction is fully completed and all impacts are identified (e.g. tax receipts) and fully adjusted.
- Research, prepare, process, balance, reconcile, and ensure quality control of all financial and non-financial transactions for clients. Verify own work for accuracy, clarity, and completeness, and ensure compliance with internal and external audit and regulatory requirements.
- Research complex items for resolution.
- Research and answer inquiries from internal and external parties, regarding products and processing issues.
- Escalate and make recommendations to the appropriate authority about any inquiries or issues that are beyond their scope. Submits recommendations to improve work processes to the supervisor.
- Complete daily workload within strict timeframes set by Laurentian Bank and addresses any issues with the management.
- Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function.
- Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages
Inclusion and Accessibility At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.
We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.
PIPEDA We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.
About Laurentian Bank
Laurentian Bank is a banking institution whose activities extend across Canada. The Bank serves one and a half million clients throughout the country and employs more than 2,900 individuals, which makes it a major player in numerous market segments.
The Bank caters to the needs of retail clients via its branch network based in Quebec. The Bank also stands out for its know-how among small and medium-sized enterprises and real estate developers owing to its specialized teams across Canada. Its subsidiary B2B Bank is, for its part, one of the major Canadian leaders in providing banking products and services and investment accounts through financial advisors and brokers. Laurentian Bank Securities offers integrated brokerage services to a clientele of institutional and retail investors.
Senior Administration Officer, Adjustments & LOI, Dealer Services
About the role
Seeing beyond numbersTM At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.
This role sits within Laurentian Bank.
The incumbent is responsible for the daily administration, processing and reconciliation of Banking products, in accordance with Laurentian Bank’s standards, policies, and procedures. The incumbent is also responsible for maintaining and updating reports and answering internal and external clients’ inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.
Responsibilities
- Administer and process product specific financial or non-financial transactions, according to Laurentian Bank’s standards, policies, and procedures.
- Review and process error corrections received as internal adjustments or external letter of indemnities. Communicate to external parties and client and follow up to ensure correction is fully completed and all impacts are identified (e.g. tax receipts) and fully adjusted.
- Research, prepare, process, balance, reconcile, and ensure quality control of all financial and non-financial transactions for clients. Verify own work for accuracy, clarity, and completeness, and ensure compliance with internal and external audit and regulatory requirements.
- Research complex items for resolution.
- Research and answer inquiries from internal and external parties, regarding products and processing issues.
- Escalate and make recommendations to the appropriate authority about any inquiries or issues that are beyond their scope. Submits recommendations to improve work processes to the supervisor.
- Complete daily workload within strict timeframes set by Laurentian Bank and addresses any issues with the management.
- Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function.
Qualifications
- Administer and process product specific financial or non-financial transactions, according to Laurentian Bank’s standards, policies, and procedures.
- Review and process error corrections received as internal adjustments or external letter of indemnities. Communicate to external parties and client and follow up to ensure correction is fully completed and all impacts are identified (e.g. tax receipts) and fully adjusted.
- Research, prepare, process, balance, reconcile, and ensure quality control of all financial and non-financial transactions for clients. Verify own work for accuracy, clarity, and completeness, and ensure compliance with internal and external audit and regulatory requirements.
- Research complex items for resolution.
- Research and answer inquiries from internal and external parties, regarding products and processing issues.
- Escalate and make recommendations to the appropriate authority about any inquiries or issues that are beyond their scope. Submits recommendations to improve work processes to the supervisor.
- Complete daily workload within strict timeframes set by Laurentian Bank and addresses any issues with the management.
- Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function.
- Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages
Inclusion and Accessibility At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.
We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.
PIPEDA We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.
About Laurentian Bank
Laurentian Bank is a banking institution whose activities extend across Canada. The Bank serves one and a half million clients throughout the country and employs more than 2,900 individuals, which makes it a major player in numerous market segments.
The Bank caters to the needs of retail clients via its branch network based in Quebec. The Bank also stands out for its know-how among small and medium-sized enterprises and real estate developers owing to its specialized teams across Canada. Its subsidiary B2B Bank is, for its part, one of the major Canadian leaders in providing banking products and services and investment accounts through financial advisors and brokers. Laurentian Bank Securities offers integrated brokerage services to a clientele of institutional and retail investors.