Job Description & How to Apply Below
Responsibilities
Analyzes, documents, and accurately executes routine self‑directed mutual fund transactions using various computer systems, within set parameters and timelines.
Prioritizes and schedules transaction processing, working within the accepted industry and department established time frames.
Administers and processes product specific financial or non‑financial transactions, according to Laurentian Bank's standards, policies, and procedures.
Researches and answers inquiries from internal business partners, such as Customer Service, regarding products and processing issues.
Maintains good working relationships with internal and external clients.
Escalates and makes recommendations to the appropriate authority about any inquiries or issues that are beyond their scope.
Verifies own work in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements.
Completes daily workload within strict time frames set by Laurentian Bank and addresses any issues with the supervisor.
Participates in department meetings and contributes to the planning process of achieving departmental and personal goals, as well as communicates any problems or concerns.
Submits recommendations to improve work processes to the supervisor.
Keeps abreast of legislation, policies, and procedures, which relate to products and services.
Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function.
Qualifications
Post‑secondary degree or diploma in Business or a related field or 2 to 3 years of work experience related to administration or processing within a financial institution is required for the role.
Excellent analytical skills to perform investigative work due to escalated issues.
Completion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is preferred.
Knowledge of mutual funds, self‑directed products, securities, and lending products.
Excellent attention to detail and accuracy.
35 to 40 words per minute typing/keyboarding speed; accuracy is essential.
Must possess intermediate to advanced skills in MS Excel. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook a must.
Familiarity with using large and complex financial database systems; ability to learn inquiry functions in back office processing systems.
Good interpersonal and communications skills, both verbal and written.
Excellent customer service skills with the ability to communicate information effectively.
Able to work in a high volume environment with extremely demanding time frames.
Strong organizational, time‑management and multitasking skills.
Highly motivated with a desire to succeed and progress.
Ability to work effectively with others as part of a team.
Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.
Bilingual (French/English) verbal and written communication skills are mandatory.
Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.
What We Have To Offer
Meaningful, paid work experience and professional skills development
Gaining insights into the business sectors which align with your career goals
Customized development program
Networking and opportunities for full time work upon graduation
Flexible & hybrid work environment to accommodate different needs
Sense of Belongingness and a Diverse & Inclusive Culture
Open to students pursuing diploma, undergraduate, or post‑graduate degrees.
Offers opportunities across diverse business lines such as finance, accounting, risk management, marketing and more!
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Position Requirements
10+ Years
work experience
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