Canadian Western Bank
Job title:
Sr Associate, Securities Operations
Company
Canadian Western Bank
Job description
At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up – as individuals and as a team – to accomplish our strategy.
Roles Specifications
Everyday flexibility. On-site requirements. Collaborative connections.
Hire Range: $50,600 – $63,300
Note: The external title has been changed to align with industry standards. The internal job title will be: “Sr Trust Services Officer”
Trust your finance career to CWB
offers a wide variety of trustee and custodial solutions for individuals, businesses, and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centred on providing clients with client-focused service, notable value, and tailored solutions.
We are looking for change makers. Process enthusiasts. Future leaders. Performance focused go-getters who are looking to accelerate their careers. Our team thrives on idea-sharing, collaboration, respect, caring, and camaraderie.
You’ve worked hard at obtaining an education you’re proud of. Now that it’s time to enter the workforce, we know you’re motivated to put that knowledge and those learning skills to good use. Explore a career with CWB Trust Services where we offer an unmatched employee experience guaranteed to redefine what it means to work for a top employer. Our culture is a key differentiator and one we are proud of.
The opportunity
The Sr Associate, Securities Operations will administer the processing of any transactions that support our clients and operations processes. This includes, but are not limited to, activities related to Securities, payments and transfers, pension administration, self- directed plans, investor mortgages or corporate trust. The Senior Trust Services Officer also coordinates and monitors work within the team.
What you’ll be doing
- Complete assigned tasks accurately and efficiently to ensure there is no negative impact that could result in losses for clients or the Trust.
- Communicate effectively with the Client Services Team and external contacts when responding to transaction requests and inquiries.
- Regularly review SLA targets in collaboration with the manager to ensure client’s needs are met.
- Troubleshoot and resolve complex client issues.
- Support the manager in the overall operation of the team, coordinating the flow of work and communication and ensuring an equitable distribution of work.
- Monitor and periodically audit work completed by the team to ensure it’s completed within established timeframes, service level agreements and operational policies.
- Investigate and resolve errors and complex transactions, including discrepancies identified by Internal Controls or the Client Services Team.
- Support the Client Services Team through the investigation and resolution of assigned escalations.
- Complete all work within established timeframes, service level agreements and operational policies.
- Train new team members and ensure that the team is kept up to date on industry knowledge and standards
- Ensure the confidentiality of the Trust and is customers is maintained by routinely securing all documentation during non-business hours and is aware of and adheres to employees code of conduct
- Maintenance of long term document control and electronic reporting for all applicable tasks
- Special duties can be assigned for daily completion, as discussed with assigned leader
- Inspire trust by being open, honest and direct in communication, meeting commitments and behaving ethically in all dealings
- Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel
- Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment
- Accept responsibility and accountability for actions and results
- Make decisions guided by common sense and sound business judgement
- Prepare and regularly review annual goals and career development plan with manager
- Promote cooperation and commitment within CWB towards the attainment of common goals enabling productive group interactions.
Who we’re looking for & what you’ve done
- Forming relationships. You are all about clients and will be the first point of call for client issues.
- An excellent support. You are an outstanding teammate and thrive working in a collaborative environment. You see the value in working together and have achieved many professional wins because of this mentality.
- Technologically proficient. You are adept at learning new software that you will use on a day-to-day basis.
- You are hardworking: Working towards results and supporting your team by offering support and accountability
Core knowledge requirements
- High school graduation required
- Post-secondary education in business or a related discipline
Relevant “can do” experience
- 5+ years of administrative experience the financial industry with significant exposure to self-directed registered products.
- 5+ years of client service experience in financial services or a related industry
- Strong understanding of RRSP, RRIF and TFSA rules
- Strong knowledge of pensions, benefit payment changes and taxable payments
- Some supervisory experience is an asset.
Why work with us?
Your success is our obsession! And our benefits back it up.
Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a robust wellness program & generous time-away options to unplug, rest & recover. Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups. Career development. We commit to our employees’ development and help them reach their professional goals with organization wide coaching services, mentorship, education support & training programs. Strategic career design is an investment in our core asset – our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for “in the moment” and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can’t work forever! So, we’ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner.
Find your at www.CWBcareers.com
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As an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.
Closing Date:
- Position closes at 12:01am on the close date identified below. 02/1/2024
Expected salary
$50600 – 63300 per year
Location
Vancouver, BC
Job date
Sat, 06 Jan 2024 02:55:31 GMT
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