Purpose of the role

Contract role covering a maternity leave covering a variety of functions within the Deposit Operations group including compliance review and assessment, problem resolution, customer, credit union and broker communication, data input and quality assurance.

Documentation Verification and Processing (35%)

- Ensure all required documentation from Concentra Trust, account officers, client, credit union or broker has been received in good order.
- Input details accurately into the banking system.
- Ensure verification/peer review is performed accurately and on a timely basis.
- Process applications/new deposits or subsequent contributions.
- Search for existing CIF record or create a new CIF record.
- For new applications/deposits, subsequent contributions or transfers-in, confirm receipt of the funds and accuracy of investment terms (interest rate, term, issue and maturity dates) and resolve discrepancies or recommend exceptions.
- Handle redemption requests, maturity/renewal instructions, transfer requests, estate transfers, re-registrations, tax slip requirements.
- Process Pre-Authorized Deposits (PADs), broker commission reports and payments, CANNEX electronic purchase and reconciliation files, foreign exchange transactions, interest rate changes.
- Provide cash management services to full service commercial clients.
- Complete regular scheduled reporting tasks and maintain CIF records.

Customer Service (25%)

- Respond promptly to client and agent inquiries received via telephone, e‑mail, portal or fax.
- Provide quality customer service and ensure customer satisfaction.
- Be well‑versed in product knowledge, features, policies and procedures.
- Educate clients and credit unions on regulatory, policy and product requirements.
- Resolve issues that arise and escalate as needed.

Compliance (20%)

- Review investment documentation to ensure compliance with the Proceeds of Crime (Money Laundering) and Terrorist Financing Act & Regulations, Deposit Type Instruments Regulations (DTIR), Pension and Registered Plan (RESP, RDSP, RRSP, RRIF, TFSA and FHSA) Regulations.
- Identify deficiencies and resolve them prior to accepting new deposits, escalating matters when required.
- Administer deposit accounts in accordance with legislation and internal policies and procedures while adhering to accuracy and timeliness service standards.
- Follow up on non‑compliant documentation with brokers,



credit union agents or clients in a prompt and timely manner.
- Maintain detailed records of non‑compliant documentation and report if necessary.
- Review transfers/re‑registrations for accuracy and completeness.

Quality Assurance (10%)

- Ensure all keying is processed accurately and is free of errors or deficiencies.
- Verify that all regulatory requirements are met and documentation is correctly scanned and recorded.

Reporting and Reconciliation (10%)

- Balance and reconcile proof suspense or cash in CUC on a daily or periodic basis as required, identifying outstanding items and following up with the reconciliation department.
- Investigate unbalanced items by referring to documentation or received instructions.
- Communicate with the reconciliation department regarding any reconciling items.

Qualifications

- Minimum 2 years’ experience in the financial industry.
- Post‑secondary education.
- Office administration experience.
- Strong interpersonal and communication skills – written and oral.
- Superior attention to detail and strong organizational skills.
- Self‑motivated with the ability to work with little or no supervision.
- Ability to work independently and within a team environment.
- Strong customer service orientation.
- Ability to build rapport and foster positive relationships with customers and team members.
- Solid active listening skills.
- Professional and courteous telephone manner.
- Ability to perform well in a high‑volume, high‑intensity environment and multi‑task.
- Familiarity with MS Office (Outlook, Word and Excel).
- Knowledge of company policies, procedures and regulatory obligations related to depositing products.
- Proven ability to thrive in a constantly changing environment and perform well in a high‑volume, high‑intensity environment.

Accountability

- Reports to the Manager or Manager of Deposit Operations with support from the Associate Managers.
- Complete responsibilities in a proficient and timely manner.
- Escalate issues to the Manager when necessary.




- Ensure time‑sensitive functions are completed before deadlines (time management).
- Recognize the importance of superior customer service.
- Interact with management and staff of Deposit Operations and other internal departments (Treasury, Accounting & Finance, Reconciliation, IT, Audit and Risk). External contacts include service providers, brokers, credit unions and direct clients.
- Assist in training and supporting staff on product knowledge, review of documentation and processing transactions in compliance with policies, legislative requirements and internal procedures.

Physical Demands and Working Conditions

- Normal office environment.
- Overtime may be required during peak volumes.
- Volume may be stressful at times.
- Hybrid work is expected with 1‑5 days in person depending on level and seniority.

Job Complexities and Thinking Challenges

- Address and resolve issues that arise during documentation verification, processing, or customer service, and escalating matters when necessary.
- Manage multiple responsibilities, requiring effective multitasking and time‑management skills.
- Effectively communicate with clients, credit unions, brokers, and internal departments, both in writing and orally, to ensure clarity and understanding.

Benefits

- Competitive discretionary bonus.
- Market leading RRSP match program.
- Medical, dental, vision, life and disability benefits.
- Employee Share Purchase Plan.
- Maternity/Parental top‑up while you care for your little one.
- Generous vacation policy and personal days.
- Virtual events to connect with your fellow colleagues.
- Career development and comprehensive career development program.
- A fulfilling opportunity to join one of the top Fin Techs and help create a new kind of banking experience.

Salary

Annual salary range: $49,800 – $70,300.

Equal‑Employment‑Chance Statement

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone's diverse experiences and perspectives. We commit to providing a barrier‑free recruitment process and work environment for all applicants.

Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire.

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📌 Administrator, Registered Plans Deposit Operations (Saskatoon)
🏢 Kinvie
📍 Saskatoon