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Banking Operations Analyst – RRSP / RESP
Posted via LinkedIn Recruiter (not a company profile)
Posted 4 months ago
About the role
- Banking Operations Analyst needed for RRSP/RESP account processing. Must have strong Excel skills and attention to detail.
Responsibilities
- 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. Interact primarily with internal teams to facilitate communication and data exchange. Handle customer data securely and uphold confidentiality. 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.
Requirements
- Attention to detail with 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. Nice to have: Operational or financial background in banking or investment services, knowledge of MM and FX products, experience with Global and WSS platforms, familiarity with bank codes of conduct and audit standards.
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