Banking Associate – Estate Processing
Are you ready to contribute to a legal financial institution? Apply Now!
Working with one of our top financial clients, this role calls for a Banking Associate – Estate Processing . This position offers an opportunity to provide operational support within a dynamic team, handling back-office processes with a focus on accuracy, compliance, and excellent customer service.
Pay rate range (CAD): $17.60/hr – $24.88/hr
Responsibilities
- Manage requests for VISA redemption and perform ad hoc tasks efficiently
- Review files with a focus on accuracy and compliance
- Handle estate and legal document review processes
- Support internal team communications and workflows
- Maintain high standards of data accuracy and confidentiality
- Contribute to process improvements and adhere to audit guidelines
- Collaborate effectively with internal stakeholders to meet service objectives
- Prioritize tasks to ensure timely completion of daily activities
- Maintain up-to-date knowledge of banking policies and legal documentation
Desired Skill-Set
- 2-4 years of retail banking or financial experience
- Proficiency in Microsoft 365 (Word, Outlook, Excel) with 2-4 years of strong administrative skills
- Excellent written and verbal communication skills
- Ability to adapt quickly to changing processes and policies
- Strong attention to detail and high level of accuracy
- Effective organizational and multitasking capabilities
- Customer service experience with a professional mindset
Nice to Have
- Experience reviewing estate or legal documents
- Knowledge of MM and FX products such as swaps and forwards
- Familiarity with Global and WSS platforms
- Prior experience in a back-office or legal documentation role
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.