Founded in 1846, Laurentian Bank Financial Group (LBCFG) is a diversified financial services provider whose mission is to help its customers improve their financial health. The Laurentian Bank of Canada and its entities are collectively referred to as Laurentian Bank Financial Group (the “Group” or the “Bank”).
With more than 2,900 employees guided by the values of proximity, simplicity and honesty, the Group provides a broad range of advice-based solutions and services to its personal, business and institutional customers. With pan-Canadian activities and a presence in the U.S., the Group is an important player in numerous market segments.
This role sits within LBC Tech, a subsidiary of Laurentian Bank Financial Group.
The Administration Officer will be supporting the Centralized Operations department. The incumbent is responsible for the daily administration and processing of financial products in accordance with Laurentian Bank’s standards, policies, and procedures. The incumbent is also responsible for maintaining and updating reports, and answering internal and external clients’ inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.
º Screening all applications for completeness, accuracy, and ambiguity.
º Administers and processes product specific financial and non-financial transactions, according to Laurentian Bank’s standards, policies and procedures.
º Researches, prepares, processes, balances, reconciles, and ensures quality control of all financial and non-financial transactions for clients.
º Monitors the incoming document queue to ensure processing according to Laurentian Bank’s service standards.
º Maintains client files, ensures efficiency in retrieving documents and archives closed files for easy accessibility.
º Researches and answers inquiries from internal and external clients, such as Customer Service or financial advisors, regarding products and processing issues.
º Maintains good working relationships with internal and external clients.
º Escalates and makes recommendations to the appropriate authority about any inquiries or issues that are beyond their scope.
º Verifies own work and the work of fellow Administration Officers in the department for accuracy, clarity and completeness and ensures compliance with internal and external audit and regulatory requirements.
º Completes daily workload within strict timeframes set by Laurentian Bank and addresses any issues with the supervisor.
º Participates in department meetings and contributes to the planning process of achieving departmental and personal goals, as well as communicates any problems or concerns.
º Submits recommendations to improve work processes to the supervisor.
º Keeps abreast of legislation, policies and procedures, which relate to products and services.
º Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their functions.
º Please note, 8:00 am to 8:00 pm flexibility for rotational shifts, minimum commitment of 20 hours Monday to Friday and occasional weekends in surplus of these hours.
º Post-secondary degree or diploma completed or in progress in Business or in a related field.
º 1 to 2 years of work experience related to administration or processing, preferably with a financial institution.
º Bilingual (French/English) verbal and written communication skills are an asset.
º Knowledge of banking, mortgage, investment loan, self-directed, securities and other lending products is an asset.
º Excellent attention to detail and accuracy.
º Proficient typing/keyboarding speed; accuracy essential.
º Must possess intermediate to advanced skills in MS Excel. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook a must.
º Familiarity using large and complex financial database systems and the ability to learn inquiry functions in back office processing systems.
º Good interpersonal and communications skills, both verbal and written.
º Excellent customer service skills with the ability to communicate information effectively.
º Able to work in a high volume environment with an extremely demanding time frames.
º Strong organizational, time-management, and multi-tasking skills.
º Highly motivated with a desire to succeed and progress.
º Ability to work effectively with others as part of a team.
We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender.