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About the Role
This entry-level Trust Banking Officer role supports investment fund managers by providing back-office administration, including making wire payments, processing EFTs, and reconciling account statements. The ideal candidate has an interest in financial services, strong communication skills, and proficiency in Microsoft Excel, embodying values of teamwork and customer service.
Responsibilities
- Making wire payments, processing EFTs, preparing and issuing cheques for invoice or trade processing and other payments
- Preparing and confirming Fundserv (N$M) payments are processed successfully
- Producing and delivering daily settlement reports to clients
- Reconciling trust account statements, investigating and following up on breaks
- Providing back-office support to investment fund managers
- Performing any other reasonable duties as required by management/leadership
Requirements
- High school diploma or higher
- One year of professional experience in financial services (e.g. Bank Teller)
- Transferable work experience (e.g. Accounts Payable/Receivable)
- Reliability and attention to detail
- Ability to thrive in a fast-paced environment with strong time management skills
- Ability to handle repetitive tasks and meet multiple daily deadlines
- Strong sense of accountability
- Proficiency with Excel and simple math calculations
- Efficient communication, teamwork and customer service skills
- Prior experience with Fundserv
- Prior experience in trade settlements and/or clearing
Skills
- Microsoft Excel
- Communication
- Teamwork
- Customer Service
- Time Management
- Accountability
- Simple Math Calculations
Location
- Remote
Work Type
- Full-time
- Remote
Experience Level
- Entry-level
Education Level
- High school diploma or higher
Salary/Compensations
- $55,000-60,000
- Discretionary bonus
Benefits
- Comprehensive medical, dental and vision coverage
- Lifestyle and/or Health Spending Accounts
- RRSP Matching that increases with tenure
- Parental Leave top up program
- Team connection through quarterly team lunches, bi-annual company wide events, sport and charity initiatives
- Support for professional learning and development
- Milestone recognition program
About the Company
- Award-winning open door culture with a collaborative & inclusive team
- Supports a workplace that respects inclusion, diversity, equity and accessibility (IDEA)
- Appreciates the unique perspectives and experiences each of our employees bring to the job
- Success is underpinned by their contributions to our culture and our values
- Welcomes and encourages applications from people with disabilities
Equal Opportunity
- Accommodations are available on request for candidates taking part in all aspects of the selection process.