Administrator, Registered Plans Deposit Operations

Purpose of the role

Contract role covering a maternity leave covering a variety of functions within the Deposit Operations group including compliance review and assessment, problem resolution, customer, credit union and broker communication, data input and quality assurance.

Documentation Verification and Processing (35%)

• Ensure all required documentation 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.
• Process applications/new deposits or subsequent contributions.
• Search for existing CIF record or create a new CIF record.
• For new applications/deposits, subsequent contributions or transfers-in, confirm receipt of the funds and accuracy of investment terms (interest rate, term, issue and maturity dates) and resolve discrepanci...