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 current technologies. • Bilingualism to respond to advisors' inquiries and collaborate effectively with internal teams and partners.

📌 Banking Operations Agent (Montreal)
🏢 Recrute Action
📍 Montreal