Operations Administrator – New Accounts & Client Documentation

Operations Administrator - New Accounts & Client Documentation On behalf of our client in the Banking Sector, PROCOM is looking for an Operations Administrator - New Accounts & Client Documentation.
Operations Administrator - New Accounts & Client Documentation–

• Items that are not in good order are sent to business partners to connect with clients, using the notes provided by the new accounts team to collect information and documents to proceed with the client request
• Review 30-40 applications daily
• Monitor and manage documentation retention in compliance with record-keeping regulations
• Conduct thorough due diligence checks and verification procedures to meet regulatory and compliance standards
• Perform account maintenance tasks, such as updating customer information, account closures, and account transfers, in accordance with established policies and procedures
• Review and process new account applications, ensuring all required documentation is complete and accurate
• Assess and validate information using documented job aids and procedures– process items that are in good order
• Responsible for efficiently and accurately processing new account applications and ensuring compliance with all regulatory requirements
• Wealth Management, Canadian Operations
• Collaborate with team members and support a positive and cooperative work environment
• Contribute to process improvement initiatives to enhance operational efficiency and customer experience

Operations Administrator - New Accounts & Client Documentation– Mandatory Skills

• Strong problem-solving and analytical skills to identify and resolve issues effectively
• Ability to work both independently and collaboratively in a team environment
• High school diploma or equivalent
• Strong organizational and time management skills, with the ability to prioritize tasks effectively and meet deadlines
• Proficient with MS Office computer skills
• Excellent attention to detail and accuracy in processing and verifying documentation

Operations Administrator - New Accounts & Client Documentation - Preferred Skills

• Any previous experience with banking systems a bonus
• 1+ year customer service experience preferred
• Prior experience in banking operations is preferred

Operations Administrator - New Accounts & Client Documentation- Assignment Start Date ASAP – 12 months to start
Operations Administrator - New Accounts & Client Documentation- Assignment Location Mississauga, ON – Work Hybrid