Manager, Deposits & Estates Administration

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™.

DUCA () is distinguished for the following:

• Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
• Competitive rates.
• Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
• Profit sharing among Members.
• Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
• A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab (), a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.

A career with DUCA means you’ll find endless opportunities to make a difference with your unique abilities and perspectives.
Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

The Manager, Deposits and Estates Administration, leads the team responsible for delivering operations and activities related to deposit and estate account administration. Leading and managing the team responsible for DUCA’s registered products, fixed term investments, estate settlement, CRA tax preparation and reporting, this position will ensure DUCA policies as well as Concentra and legislative requirements have been met in addition to regular reporting requirements.

This role ensures that administrative work is carried out with a high degree of accuracy and attention to detail with a drive to deliver outstanding service to internal teams and Members.

Additionally, this position will develop, document, and assess the controls and systems used, troubleshoot issues, and provide technical expertise and guidance for both internal and external stakeholders. This position also identifies areas where automation or efficiencies are possible and implements changes to processes, forms, and workflows as needed.

• Lead and develop the Deposits & Estates team, including hiring, training, coaching, and all other aspects of people management and development, in a manner that results in high levels of employee engagement
• Participate in new product development, testing, and development and implementation of efficient end-to-end business processes that leverage technology enablers to ensure all new products can be operationalized to deliver a superior Member experience while mitigating risk to DUCA
• Stay current on product and reporting related regulatory requirements and recommend and implement product, policy, process, and procedure changes to ensure compliance
• Oversee deposits and estates administration, including processes related to:
• Registered plan programs
• Deposit broker programs
• Manage all internal and external reporting requirements; produce regular and ad-hoc reports
• Act as the lead for all internal and external audits related to deposits & estates transactions
• Identify, research, recommend, and implement new or enhanced procedures, systems, and workflows to improve operational effectiveness that support business needs
• Provide subject matter expertise, advice, and guidance to Member-facing employees
• Identify skill and knowledge gaps that may need to be addressed…