BeachHead Inc.
Analyst for RRSP RESP Banking Operations
Job Description
Utilize your banking operations expertise as an Analyst focusing on RRSP and RESP accounts. This position requires strong Excel skills and attention to detail, working with a leading financial institution.
In this role, you will support daily operations, ensure transaction accuracy, and maintain service level agreements. Your contributions will help facilitate effective communication within a collaborative team and boost efficiency in operational processes. Experience in banking operations will be essential.
Key Responsibilities:
• Manage withdrawals, transfers, and transactions for RRSP and RESP
• Oversee daily operational functions and data entry tasks
• Engage in team meetings to coordinate efforts
• Ensure smooth data exchange within internal teams
• Protect customer data and maintain confidentiality
Requirements:
• Proven ability to handle high transaction volumes promptly
• High proficiency in Excel including pivot tables
• Strong verbal and writt...
In this role, you will support daily operations, ensure transaction accuracy, and maintain service level agreements. Your contributions will help facilitate effective communication within a collaborative team and boost efficiency in operational processes. Experience in banking operations will be essential.
Key Responsibilities:
• Manage withdrawals, transfers, and transactions for RRSP and RESP
• Oversee daily operational functions and data entry tasks
• Engage in team meetings to coordinate efforts
• Ensure smooth data exchange within internal teams
• Protect customer data and maintain confidentiality
Requirements:
• Proven ability to handle high transaction volumes promptly
• High proficiency in Excel including pivot tables
• Strong verbal and writt...