Banking Operations Analyst – RRSP / RESP

Are you detail-oriented with strong Excel skills and experience in banking operations? Apply Now!

Working with one of our top financial clients, this role calls for a Banking Operations Analyst specializing in RRSP and RESP accounts. This position offers the opportunity to gain valuable operational experience within a collaborative team while supporting day-to-day processing activities in a fast-paced environment. The role involves handling high-volume transactions, ensuring accuracy, and maintaining high standards of service delivery.

Pay rate range (CAD): $17.60/hr – $24.87/hr

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 to coordinate activities and share updates
Interact primarily with internal teams, facilitating smooth communication and data exchange
Handle customer data securely and uphold confidentiality at all times
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 to the appropriate team members or management
Desired Skill-Set

Attention to detail with a 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 (Money Market) and FX (Foreign Exchange) products
Experience with Global and WSS platforms
Familiarity with bank codes of conduct and audit standards