Job Order Detail

Description

The Deposit and Registered Plan Services team delivers operational and administrative excellence pertaining to a broad range of deposit and registered plan services.  We focus on quality client service through effective and efficient business processing.

Key Outcomes:
Supervise day to day workflow activities within Deposit and Registered Plan Services department.
Complete staff performance management plans.
Oversee corporate deposit and estate payout administration activities, ensuring compliance with policies/procedures.
    Provide innovation and guidance in improving business processes and the related IT systems to ensure adequate controls and optimum efficiency.
Co-ordinate client, trustee, and CRA reporting.
Review updates to deposit and credit union program support manuals, as well as supplementary material.
Authorize communications to internal and external clients relating to administrative relief, third party demands and release of funds.
Provide legislative/system support and guidance to internal and external clients.
Participate in the development of department plan, budget and business projects and lead/support their implementation.

Qualifications:
Successfully completed post-secondary degree or diploma program.
5 years progressive experience in a financial service industry with deposit administration knowledge
In depth understanding of registered deposit products/services and legal/regulatory requirements.
Proficiency in Microsoft Office is essential.
Resourceful team player, with excellent communication, interpersonal and supervisory skills complemented with proven time management and problem solving skills.