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Jr. Account Administrator to support Private Wealth LOB for a large banking client - 45947

Job Type: Contract
Positions to fill: 1
Start Date: Jan 05, 2023
Job End Date: Jan 05, 2024
Pay Rate: Hourly: Negotiable
Job ID: 125557
Location: Toronto
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Jr. Account Administrator to support Private Wealth LOB for a large banking client - 45947

Location: Toronto (primarily remote but option to go in 1 time/week)
Duration: 12 months (possibility of extension or FT)
 
Job Description:
New team to the Bank. This team manages regulatory requirements and support regions across Canada to ensure the regulations are within compliance.
 
Job Responsibilities:
  • New account openings
  • Administration of client accounts: verification of new Client Account Agreement (CAAs)
  • Log address changes and manage address change report (match report with client letters).
  • Review log accuracy tool (errors) – tool recorded before CAAs leave for Toronto
  • Process client deposits.
  • Order office supplies, documentation forms, toner for fax and printer, research material, business cards as well as kitchen supplies through Grand & Toy.
  • Entering orders – GIC, municipal bond issues, new issue tickets and updating new issue spreadsheet.
  • Archiving documents with Iron Mountain (address changes and trade tickets, etc.)
  • Responsible for a full range of administrative duties including: telephone coverage, filing, word processing, correspondence, creation and updating of portfolios, photocopying, faxing.
  • Back up Assistant to the Divisional Administrator and Branch Administrator when on vacation.
  • Back up for Restricted List (commission claw-back) done monthly. 
Must Have Skills:
  • <2 yrs experience in an administrative role
  • Customer Service experience
  • PowerPoint experience
  • Banking/Financial Industry experience