Job Description
There When It Matters for 175 Years
This year, we are proud to celebrate our 175th anniversary. Since our founding in Quebec in 1846, we've been committed to improving the financial health of all of our clients. We are driven by the opportunity to help families thrive, communities grow and businesses succeed. As our roots have grown stronger than ever before, we are ready to lead the way for the next 175 years.
Laurentian Bank Financial Group (LBCFG) is a diversified financial services provider whose mission is to help its customers improve their financial health. The Laurentian Bank of Canada and its entities are collectively referred to as Laurentian Bank Financial Group (the "Group" or the "Bank").
With more than 2,900 employees guided by the values of proximity, simplicity and honesty, the Group provides a broad range of advice-based solutions and services to its personal, business and institutional customers. With pan-Canadian activities and a presence in the U.S., the Group is an important player in numerous market segments.
This role sits within LBC Tech, a subsidiary of Laurentian Bank Financial Group.
The incumbent is responsible for the daily administration and processing of financial products, in accordance with LBC Tech's standards, policies, and procedures. The incumbent will be primarily focused on processing government requests, such as requirements to pay, requests for information and pension returns. This includes completing a detailed review of the request, investigation on various Laurentian Bank systems, preparation of client documents, preparation of payments and direct communication with various government organizations and LBC branches to ensure instructions have been accurately processed. The incumbent is also responsible for maintaining and updating reports, and answering internal clients' inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.
º Reviews request for information instructions and prepares and delivers the client information to the appropriate government agency
º Accurately processes government requirements to pay instructions
º Processes Public Curator payments and gels du fonds requests
º Liaises with various government agencies to ensure all requirements are understood and are delivered
º Monitors the incoming document queue to ensure processing according to LBC Tech's service standards.
º Researches and answers inquiries from internal business partners, such as Laurentian Bank branches and Customer Service, regarding products and processing issues.
º Participates in department projects and initiatives as a subject matter expert, sharing knowledge of departmental functions, analyzing results, proactively reporting defects and gaps, and providing business solutions in a clear and concise manner.
º Escalates and makes recommendations to the appropriate authority, in a timely manner, about any inquiries or issues that are beyond their scope.
º Maintains good working relationships with internal and external clients.
º Verifies own work in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements.
º Completes their daily workload within strict timeframes set by LBC Tech and addresses any issues with their direct manager.
º Participates in department meetings and contributes to the planning process of achieving departmental and personal goals.
º Keeps abreast of legislation, policies, and procedures, which relate to products and services.
º Participates in special projects and carries out any other similar or general task at the request of their manager that may be required by their function.
º Post-secondary degree or diploma in Business or in a related field.
º 1 to 2 years of work experience within a financial institution in an administration or processing role.
º Knowledge of banking and investment products
º Excellent attention to detail and accuracy.
º 35 to 40 words per minute typing/keyboarding speed; accuracy is essential
º Must possess intermediate to advanced skills in MS Excel. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook is a must.
º Familiarity with using large and complex financial database systems; ability to learn inquiry and maintenance functions in back office processing systems.
º Excellent interpersonal and communications skills, both verbal and written.
º Excellent customer service skills with the ability to communicate information effectively.
º Able to work in a high volume environment with extremely demanding time frames.
º Strong organizational, time-management, and multitasking skills.
º Highly motivated with a desire to succeed and progress.
º Ability to work effectively with others as part of a team.
º Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.
º Bilingual (French/English) verbal and written communication skills are mandatory.
Equity, Diversity & Inclusion:
We are proud to be an equal opportunity employer and are committed to fostering an inclusive and accessible work environment that reflects the diversity of our customers and our communities. We welcome and encourage applications from individuals from all groups, including Indigenous people, women, visible minorities, and persons with disabilities, regardless of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability or any other legally-protected ground.
Accessibility:
Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.
PIPEDA:
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.