Banking Associate-Estate Processing
Are you ready to support banking operations with a dynamic and collaborative team? Apply Now!
Working with one of our top financial clients, this role calls for a Banking Associate-Estate Processing. In this position, you will provide essential operational support within a fast-paced banking environment, focusing on estate processing and client transaction management.
Pay rate range (CAD): $17.60/hr – $24.88/hr
Responsibilities
- Support front-end client-facing representatives via estate processing and transaction execution
- Action estate files, including money movements and fulfilling client requests
- Meet strict service level agreements and standards for accuracy and efficiency
- Handle complex cases with attention to detail and professionalism
- Collaborate with internal partners, with limited internal external interactions
- Maintain compliance with audit and process guidelines
- Identify process improvements and escalate risks as necessary
- Adapt to operational hours, which may extend from 8 AM to 8:15 PM, with flexibility in scheduling
- Engage in daily team communications and work distribution
- Uphold customer satisfaction through quality service and problem resolution
Desired Skill-Set
- 2-4 years of banking and financial experience, ideally in estate or transaction processing
- Proficiency with Microsoft Office 365, especially Word, Outlook, and Excel
- Strong data entry skills with high accuracy
- Experience meeting SLA targets under tight deadlines
- Tech-savvy, quick to learn new software and systems
- Excellent communication skills
- Attention to detail and accuracy
- Strong organizational and time management skills
- Ability to prioritize and adapt quickly to changing policies and procedures
- Understanding of MM and FX products such as options, foreign exchange, and money market instruments
Nice to Have
- Estate file processing experience
- Familiarity with global banking platforms like Global and WSS
- Prior experience in cash products, including loans, deposits, swaps, and forwards
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.