Data Entry Operator, Banking - Account Openings – MS Excel

Job Description

Data Entry Operator, Banking - Account Openings – MS Excel
On behalf of our Banking client, Procom is searching for a Data Entry Operator, Banking - Account Openings – MS Excel for a 5-month role. This position is a hybrid position with 4 days onsite at our client’s Mississauga office.

Data Entry Operator, Banking - Account Openings – MS Excel - Job Description:
We are currently seeking a highly organized and detail-oriented individual to join our team in Wealth Management. In this role, you will be responsible for efficiently and accurately processing new account applications and ensuring compliance with all regulatory requirements. This position involves opening various account types such as TFSA, FHSA, RSP, and Investments.

Data Entry Operator, Banking - Account Openings – MS Excel - Responsibilities:
• Review and process new account applications, ensuring all required documentation is complete and accurate.
• Conduct thorough due diligence checks and verification procedures to meet regulatory and compliance standards.
• Perform account maintenance tasks, such as updating customer information, account closures, and account transfers, in accordance with established policies and procedures.
• Monitor and manage documentation retention in compliance with record-keeping regulations.
• Contribute to process improvement initiatives to enhance operational efficiency and customer experience.
• Collaborate with team members and support a positive and cooperative work environment.

Data Entry Operator, Banking - Account Openings – MS Excel - Mandatory Skills:
• High school diploma or equivalent.
• Prior experience in banking operations is preferred.
• 1+ year business, finance, and/or customer service experience.
• Excellent attention to detail and accuracy in processing and verifying documentation.
• Proficient MS Excel skills.
• Strong organizational and time management skills, with the ability to prioritize tasks effectively and meet deadlines.
• Ability to work both independently and collaboratively in a team environment.

Data Entry Operator, Banking - Account Openings – MS Excel – Nice-to-Have Skills:
• Bonus: Previous experience opening various account types such as TFSA, FHSA, RSP, Investments.
• Strong problem-solving and analytical skills to identify and resolve issues effectively.

Data Entry Operator, Banking - Account Openings – MS Excel – Assignment Length:
This is a 5-month contract position with a possible likelihood of extension.

Data Entry Operator, Banking - Account Openings – MS Excel - Start Date:
ASAP

Data Entry Operator, Banking - Account Openings – MS Excel - Assignment Location:
Mississauga, Ontario, Canada. This is a hybrid position with 4 days in the office.

This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.