Job Description
Preparation of cheques, RSP/RIF withdrawals as requested (i.e. ensure that cheques are properly signed before release or mailing)
Prepare bank deposits, deliver to bank and pick up of transit mail
Print daily reports and distribute them accordingly
Book-in and ship security certificates to Toronto
Ensuring LOA’s are correctly completed with proper authorization
Maintain standing LOA file and ensure valid/current LOA’s are on file
Proactively advise and obtain from Assistants’ new LOA’s prior to expiry
Assist with opening mail and distribute as per Internal Controls
Assist with the phone coverage as required, in a courteous and professional manner
Assist with the distribution of incoming courier bag and reports, faxes and transit mail
Order forms and supplies
Verifying and inputting incoming/outgoing cheques, and bank wires
Serving customers/responding to requests made in person
Verifying and processing all daily RSP contributions
Provide courteous and efficient client service
Maintain accurate branch report files
Other admin duties as required
Prepare bank deposits, deliver to bank and pick up of transit mail
Print daily reports and distribute them accordingly
Book-in and ship security certificates to Toronto
Ensuring LOA’s are correctly completed with proper authorization
Maintain standing LOA file and ensure valid/current LOA’s are on file
Proactively advise and obtain from Assistants’ new LOA’s prior to expiry
Assist with opening mail and distribute as per Internal Controls
Assist with the phone coverage as required, in a courteous and professional manner
Assist with the distribution of incoming courier bag and reports, faxes and transit mail
Order forms and supplies
Verifying and inputting incoming/outgoing cheques, and bank wires
Serving customers/responding to requests made in person
Verifying and processing all daily RSP contributions
Provide courteous and efficient client service
Maintain accurate branch report files
Other admin duties as required
💡 Quick Summary
Seeking a career-building opportunity? The Branch Operations Assistant position is now open for candidates interested in the Back Office Jobs sector. This role in Courtenay offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
