Deposit Services Officer

• Holds discussions with existing and potential clients credit unions and brokers to determine investment needs.
• Sells registered and nonregistered investment. Analyzes clients investment portfolio to provide sound financial advice regarding their investments with consideration for tax implications.
• Prepares and/or reviews paperwork for new purchases and renewals ensuring all regulatory requirements are met.
• Monitors and actions items on daily reports from Concentra for the nominee channel and accepts incoming wire transfers prepares outgoing wire transfer actions and resolves incoming requests
• Monitors and contacts account holders on the RRSP age 71 listing. Ensures all documentation complies with regulatory requirements.
• Assists credit unions brokers and clients with interpreting and completing the required documentation for special federal and provincial pension withdrawals.
• Analyzes information received on deceased account holders with registered plans and non-registered plans and determines documentation required to process the account. .
• Creates and maintains banking platform queries and other source reports modify existing reporting solutions to enhance efficiency and provide new insights for internal stakeholders credit unions and brokers.
• Prepares posts and balances various deposit transactions and daily receivables for deposit.
• Reviews the investment maintenance/error reports for errors investigates errors identifies a resolution and initiates corrective action.
• Provides administrative support including preparing correspondence and reports; maintenance of electronic filing system; answering phones; photocopying; faxing and other general office administration.
• Develops and maintains the procedures for the incumbents position. Participates in cross-training on a regular basis on other retail deposit administrative functions and provides back-up to these functions as required.
• Completes other duties and projects assigned.

As the ideal candidate you will have will have successfully completed a 1-2 year post- secondary business program plus have 1-3 years relevant experience in a financial institution; or have an equivalent combination of education and experience.

LOCATION:

This position will be based in our Halifax NS office and provides services throughout Atlantic Canada therefore offers the ability to work remotely as required.

TRAVEL EVENING AND WEEKEND WORK:

This position requires occasional overtime.

About LSM

LSM is Atlantic Canadas credit union owned financial institution and has partnered with credit unions to provide a wide range of competitive financial products and services to support Credit Union success since 1966.

We are proud to be a Certified B CorporationTM joining a global movement of people using business as a force for good. We are committed to making business decisions that are in the best interests of our employees credit unions and their members.

Curious about what else we do Check out our website or LinkedIn page.

We are committed to providing a work environment that fosters inclusion value and respect and reflects the diversity of the communities in which we live and serve. We encourage and welcome applications from traditionally underrepresented and equity-seeking groups. All qualified applicants will receive equal consideration; however priority will be given to Canadian citizens and permanent residents. Should you require any accommodation during the recruitment process or otherwise please notify us and we will work to meet your accessibility needs.

About LSM

League Savings and Mortgage Company provides tailored financial solutions designed to meet the unique needs of our customers. Backed by a dedicated team of financial professionals we ensure every solution aligns with our customers personal and business goals. With nearly six decades of experience and a legacy of success League Savings remains a trusted partner-delivering competitive solutions and results that count.

We are proud to be a Certified B CorporationTM joining a global movement of people using business as a force for good. We are committed to making business decisions that are in the best interests of our employees credit unions and their members.

We are committed to providing a work environment that fosters inclusion value and respect and reflects the diversity of the communities in which we live and serve. We encourage and welcome applications from traditionally underrepresented and equity-seeking groups. All qualified applicants will receive equal consideration; however priority will be given to Canadian citizens and permanent residents. Should you require any accommodation during the recruitment process or otherwise please notify us and we will work to meet your accessibility needs.