Data Entry Operator - Proficient

Daily Responsibilities:

• Retrieve pending cases from the workflow system
• Conduct case reviews for accuracy and completeness
• Verify that data entry forms meet quality standards
• Data entry
• Flag and reject cases that require additional information or correction
• Provide accurate processing support for standardized and/or manual processes within a specific Operations department.
• Accurately review, verify and/or record data into technology supporting department processes.
• Understand department procedures and required accountabilities in the area or department in which the incumbent works.
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operations departments and Business Units.
• Maintain department documentation, ensuring procedures, policies, and guidelines are up-to-date and accurate.
• Perform other duties and responsibilities as assigned.

What program/technology/software knowledge is essential for this role? Describe in what capacity the selected candidate will be using it:

• ServiceLink
• Client Source

Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:

• 4-year degree from an accredited university
• 1+ years of operations, securities, and Wealth Management industry experience
• 1+ years of experience working with large data sets and complex processes
• Demonstrated ability in written and oral communication skills, along with strong presentation skills. Ability to determine the information and communication needs of the stakeholders and the project.
• Strong attention to detail and risk management mindset.
• Strong critical thinking skills and ability to propose innovative solutions.

Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:

• Prior experience/knowledge of KYC/AML/QI/FATCA/CRS documentation processing, policies and regulatory rules, and other regulatory requirements (CIRO, OSFI, IRS, etc.)
• Reporting and tracking capabilities using tools such as MS Excel (advanced formulas/pivot tables/macros), Power BI, and Access.

Soft skills:

· Sense of urgency

· Information seeking

· Listening, understanding and responding