Banker-Servicing Analyst

LocationToronto
Job CategoryAccounting & Finance
SP-ID27177
Position TypeContract
Application Deadline February 8, 2021
Experience RequiredN/A
Job Duration6 months
Education RequiredN/A

Our client in the Banking industry is seeking a Banker-Servicing Analyst in Toronto. This is a 6 months contract.
 
Role Mandate:
They will be responsible for providing back-office support to the Investorline application. In specific, they will be responsible for reviewing, analyzing and reconciling customer data between information reflected in Investorline and data reflected in internal databases.
Role Responsibilities Include (but are not limited to):
• Assist in merging client profiles to updated system where single sign on method is used.
• Individual will be responsible for using excel data report and verifying data against existing system (RIS) to ensure client does not have duplicate/existing profiles
• If duplicate profile is found individual will be responsible for merging profiles
• All details of client profile must be closely verified as the merging of systems is very detailed oriented and deals with sensitive information and carries a finical impact
• Leverage MS Access to pull and modify existing databases

Must-Have Skills:
• Excellent data entry skills
• Strong computer literacy- MS Access, Excel, Outlook
• Consistent access to a reliable internet connection is a must
• Strong communication skills, specifically writing skills- the bulk of their interactions will take place via email
• Professional candor, specifically in their writing
• Ability to work with minimal supervision and in a timely manner
Nice-to-Have Skills:
• Experience providing back office support
• Experience handling and interpreting customer data would be a nice plus
• Exposure to, or experience using banking systems- RIS, Customer Connect, etc.
 
Candidates must live in Canada and possess a valid work permit.
 
If you believe that you are a good fit for this position, please send your resume to Neethu Vaishakh at
n.vaishakh@maxsys.ca