*Banking Operations Agent

Banking Operations Agent As a key member of the team, you will contribute to daily account reconciliations, advisor commission processing, and compliance with internal controls and regulatory requirements. You will work closely with the FIN/OPS and Operations teams while participating in process improvement and automation initiatives. What is in it for you: • Annual salary of $50K. • Full-time, 1-year contract position. • Flexible schedule with 2 remote workdays per week. • 4% vacation pay, in accordance with employment standards. • Regular social activities focused on health, wellness, and community involvement. • Complimentary access to the on-site gym. • Professional development opportunities and internal career growth. • Modern offices located in the heart of downtown Montreal, easily accessible by public transit. Responsibilities: Trust Accounts • Perform daily bank and trust account reconciliations. • Prepare bank deposits and transfers between trust and corporate accounts. • Monitor and resolve outstanding items. • Participate in internal and external audits. Commissions • Process advisor commissions, payments, and adjustments. • Import and reconcile commission files. • Respond to advisor inquiries regarding commissions. • Assist with the preparation of T4A tax slips. Collaboration and Continuous Improvement • Collaborate with various internal teams and business partners. • Participate in continuous improvement and automation initiatives. • Contribute to knowledge sharing and cross-training within the team. What you need to succeed: • College Diploma in Accounting or Finance, completed or in progress (an asset). • Proficiency in Microsoft Excel. • Good understanding of trust accounts, as well as the financial and banking sectors. • Knowledge of AI and a willingness to explore and implement new technologies. • Bilingualism to respond to advisors' inquiries and collaborate effectively with internal teams and partners. Why Recruit Action? Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.

The agent will handle daily bank and trust account reconciliations and process advisor commissions and payments. Additionally, they will collaborate with internal teams to drive process improvement and automation initiatives.

Candidates should have a college diploma in Accounting or Finance and proficiency in Microsoft Excel. A strong understanding of the banking sector and bilingual communication skills are required.

• Flexible Schedule • Vacation Pay • Social Activities • On-site Gym Access • Professional Development • Internal Career Growth

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Account Reconciliation
• Commission Processing
• Internal Controls
• Microsoft Excel
• Trust Accounting
• Bilingualism
• AI Implementation
• Financial Analysis

Formation minimale

Diplôme d’études associé

Expérience minimale

0+ ans