Banking Operations Analyst - RRSP​/RESP

Are you detail-oriented with strong Excel skills and experience in banking operations? Apply Now!

Working with one of our top financial clients, this role calls for a Banking Operations Analyst specializing in RRSP and RESP accounts. This position offers the opportunity to gain valuable operational experience within a collaborative team while supporting day-to-day processing activities in a fast-paced environment. The role involves handling high-volume transactions, ensuring accuracy, and maintaining high standards of service delivery.

• Process withdrawals, transfers, and transactions related to RRSP and RESP accounts
• Support daily operational functions, including data entry, reconciliation, and account updates
• Participate in daily huddles and team meetings to coordinate activities and share updates
• Interact primarily with internal teams, facilitating smooth communication and data exchange
• Handle customer data securely and uphold confidentiality at all times
• Ensure all processing adheres to established procedures and service level agreements
• Maintain high accuracy and attention to detail in managing large volumes of data within tight timelines
• Support process improvement initiatives and contribute to audit preparations
• Escalate issues or risks as identified to the appropriate team members or management

• Attention to detail with a proven ability to handle high transaction volumes within deadlines
• Strong proficiency in Microsoft Excel, including VLOOKUP, pivot tables, and formulas
• Excellent verbal and written communication skills
• Ability to stay organized, prioritize tasks, and multitask effectively
• Previous experience supporting RRSP or RESP accounts preferred
• Capability to adapt to process changes and new technological tools

• Operational or financial background in banking or investment services
• Knowledge of MM (Money Market) and FX (Foreign Exchange) products
• Experience with Global and WSS platforms
• Familiarity with bank codes of conduct and audit standards

Beach Head is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. Beach Head or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching.

These tools assist our recruiters and our clients, and do not replace human decision-making.