Payment Specialist

Here are the Job details for your review:

Job Title:
Analyst:
Payments

Duration: 06 Months of contract with possibility of Extension

The Payments Team is responsible for the comprehensive review and approval of payment-related transactions for clients, including wires, EFTs and cheques. The role supports administrative efficiency and accuracy by completing assignments promptly, responding to client and partner inquiries in a timely and professional manner, and maintaining strict attention to detail across payment processing and documentation.

• Review, validate, and approve payment-related transactions for clients in accordance with established procedures, service standards, and risk controls.
• Ensure accuracy and completeness of payment instructions, supporting documentation, and required approvals prior to processing.
• Investigate exceptions and discrepancies (e.g., missing information, mismatched details, incomplete authorizations) and coordinate timely resolution with client firms and internal partners.
• Monitor assigned work queues and complete tasks within defined turnaround times, prioritizing urgent requests and managing multiple requests concurrently.
• Respond to client and partner inquiries promptly and professionally (primarily via email), providing clear guidance on requirements, next steps, and status updates.
• Document actions taken, decisions, and supporting rationale within applicable systems to maintain a strong audit trail.
• Identify recurring issues and contribute to process improvements, job aids, and updates to procedures to enhance efficiency and client experience.
• Adhere to confidentiality, privacy, and information security requirements when handling client data and payment information.

• Post-secondary education or equivalent combination of education and relevant experience.
• 3+ year of experience in operations, payments processing, financial services administration, or a related client service environment (or demonstrated capability in a fast-paced processing role).
• CSC completion is considered an asset
• Strong attention to detail and commitment to accuracy in data entry, verification, and documentation.
• Proven ability to manage competing priorities, meet deadlines, and maintain quality under time constraints.
• Strong written communication skills with a professional email tone; able to communicate requirements clearly and succinctly.
• Comfort working across multiple systems and workflows; strong ability to learn new tools and processes quickly.
• Demonstrated judgment and risk awareness when reviewing transactions and escalating issues appropriately.

• Experience supporting investment/wealth operations, brokerage processing, or institutional/retail payments.
• Familiarity with payments controls, approvals, and audit requirements.
• Experience working with service level agreements (SLAs) and queue-based workflow tools.

• Client service mindset with strong follow-through
• Analytical thinking and problem solving
• Organization, prioritization, and time management
• Professional written communication
• Collaboration and relationship management