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.