06 Sep
|
PlanIT Search
|
Montreal
06 Sep
PlanIT Search
Montreal
Employment Type: Contract, 12 months to start Initial 3 months -5 days onsite, after that 3 days from office, 2 days remote We are looking for an organized and detail-oriented Data Administrator to join a financial services team supporting KYC and Client Onboarding operations . This is an entry-level opportunity ideal for someone with 0–2 years of experience who is interested in building a career in banking operations, data administration, and client onboarding. Enter approved counterparty data into internal KYC and database systems Set up and maintain counterparty records in front-office and back-office systems Run daily reconciliation reports and flag data discrepancies for review Process account and client record closures as instructed Collect, capture, and validate W-8 and W-9 tax forms Complete mandatory training and maintain required competencies Banking, financial services, back-office, data administration,
or operations experience is preferred ~ Strong Excel and Microsoft Office skills ~ Strong written and verbal English communication skills ~ Experience with data entry, reconciliation, or document processing Understanding of tax certification forms such as W-8/W-9 We celebrate diversity and are committed to creating an inclusive workplace for all employees.
This posting represents an active and genuine vacancy with one of Plan IT’s clients and is not intended for speculative or pipeline recruitment. Plan IT and/or its clients may use AI-assisted tools from time to time to support the screening and evaluation of applications; however, these tools do not replace human judgment or decision‑making at any stage of the hiring process. #
📌 DBA Admin (Montreal)
🏢 PlanIT Search
📍 Montreal