Operations Agent for Banking in Montreal

Operations Agent for Banking in Montreal

25 Sep
|
Recrute Action
|
Montreal

25 Sep

Recrute Action

Montreal

Explore the role of Banking Operations Agent in vibrant Montreal. Contribute to account reconciliations and commission processes while enjoying generous work from home arrangements. This role involves daily reconciliations and oversight of commissions, requiring interaction with FIN/OPS and Operations teams.

You'll engage in process improvements while ensuring compliance with regulations. A college diploma in Accounting or Finance, along with Microsoft Excel proficiency, is preferred for applicants. Key Responsibilities:

- Execute daily reconciliations for bank and trust accounts
- Control advisor commission processes with accuracy
- Manage deposits and outstanding banking items
- Participate in audits to ensure compliance
- Collaborate to enhance operational efficiencies Requirements:
- Completed or in-progress College Diploma in Accounting or Finance
- Strong skills in Microsoft Excel
- Knowledge of trust accounts and banking regulations
- Bilingual to serve advisor inquiries effectively
- Interest in utilizing AI technologies in operations Join a forward-looking banking team dedicated to excellence and innovation.

📌 Operations Agent for Banking in Montreal
🏢 Recrute Action
📍 Montreal

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