Administrator, Registered Plans Deposit Operations (Saskatoon, Toronto)

Purpose of the Role

This is a contract role covering a maternity leave. The Administrator is responsible for a variety of functions within the Deposit Operations group that include Compliance review and assessment, problem resolution, customer, credit union and broker communication, data input and quality assurance.

Responsibilities

35% - Documentation Verification and Processing

• Ensure all required documentation received from Concentra Trust, account officers, client, credit union or broker has been received in good order.
• Input details accurately into the banking system.
• Ensure verification/peer review is performed accurately and on a timely basis.
• Processing may include:
  • Applications/new deposits or subsequent contributions
  • Search the banking system for existing CIF record or create a new CIF record.
  • For new applications/deposit...