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Administration Coordinator

Seeing beyond numbers™

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank.

The incumbent is responsible for the daily administration and processing of various financial products, in accordance with Laurentian Bank of Canada's standards, policies, procedures and established SLA's. The incumbent will be expected to support or answer internal/external partners' inquiries, regarding the products administered within the department, while providing a consistent level of superior customer service as well as providing subject matter expertise for department projects and initiatives. The incumbent is also responsible for maintaining and updating reports.

Responsibilities

Analyzes, documents, and accurately executes routine self-directed mutual fund transactions using various computer systems, within set parameters and timelines.
Ensures that set standards for processing, client services, documentation and execution of routine transactions are met at all times.
Prioritizes and schedules transaction processing, working within the accepted industry and department established time frames, while adhering to internal audit standards.
Administers and processes product specific financial or non-financial transactions, according to Laurentian Bank's standards, policies, and procedures.
Researches, prepares, processes, balances, reconciles, and ensures quality control of all financial and non-financial transactions for clients.
Monitors the incoming documents queue to ensure processing according to Laurentian Bank's service standards.
Maintains client files, ensures efficiency in retrieving documents, and archives closed files for easy accessibility.
Researches and answers inquiries from internal and external partners, such as Customer Services or financial advisors, Fundo co.'s regarding products and processing issues.
Escalates and makes recommendations to the appropriate authority about any inquiries or issues that are beyond their scope.
Verifies own work and the work of fellow Administration Officers in the department, for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements.
Completes daily workload within timeframes set by Laurentian Bank and addresses any issues with the direct manager.
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 direct manager.
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 direct people manager or that may be required by their function.
Accurately executes mutual fund trades within set parameters and timelines.
Maintains excellent working relationships with internal and external partners.
Verifies own work and work of team members in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements.

Qualifications

2 to 3 years of work experience related to administration or processing within a financial institution is required for the role.
Post-secondary degree or diploma in Business or in a related field.
Minimum of 1 year of work experience related to administration or processing within a financial institution is required for the role.
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.
Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.
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; completely proficient in navigating through CPS
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.
Bilingual (French/English) verbal and written communication skills are assets

What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

Here are some of the key points of our offering:

The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
Total compensation: Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
Work model: We prioritize a hybrid work model based on business needs.
Stock purchase plan: Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
Time off: In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.
Health and wellness: Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
Group insurance and pension: We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
Financial benefits: As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

Administration Coordinator

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