Job: Analyst: Payments
Primary Location: Toronto Ontario
Language: English
Hybrid work: 4 times per week at the office
Description
National Bank Independent Network NBIN is Canadas leading provider of custody trade execution and brokerage solutions for Independent Portfolio Managers Introducing Brokers and Investment Fund managers. With over 25 years of continuous service and a team of more than 240 professionals we serve 400 independent firms with over 290 billion in assets and 800000 Canadian investors.
Position Summary
The Payments Team is responsible for the comprehensive review and approval of payment-related transactions for NBIN clients including wires EFTs and cheques. The role supports administrative efficiency and accuracy by completing assignments promptly responding to client and partner inquiries in a timely and professional manner and maintaining strict attention to detail across payment processing and documentation.
Key Responsibilities
- Review validate and approve payment-related transactions for NBIN clients in accordance with established procedures service standards and risk controls.
- Ensure accuracy and completeness of payment instructions supporting documentation and required approvals prior to processing.
- Investigate exceptions and discrepancies e.g. missing information mismatched details incomplete authorizations and coordinate timely resolution with client firms and internal partners.
- Monitor assigned work queues and complete tasks within defined turnaround times prioritizing urgent requests and managing multiple requests concurrently.
- Respond to client and partner inquiries promptly and professionally primarily via email providing clear guidance on requirements next steps and status updates.
- Document actions taken decisions and supporting rationale within applicable systems to maintain a strong audit trail.
- Identify recurring issues and contribute to process improvements job aids and updates to procedures to enhance efficiency and client experience.
- Adhere to confidentiality privacy and information security requirements when handling client data and payment information.
Required Qualifications
- Post-secondary education or equivalent combination of education and relevant experience.
- 3 year of experience in operations payments processing financial services administration or a related client service environment or demonstrated capability in a fast-paced processing role.
- CSC completion is considered an asset
- Strong attention to detail and commitment to accuracy in data entry verification and documentation.
- Proven ability to manage competing priorities meet deadlines and maintain quality under time constraints.
- Strong written communication skills with a professional email tone able to communicate requirements clearly and succinctly.
- Comfort working across multiple systems and workflows strong ability to learn new tools and processes quickly.
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Data Entry, Documentation, Operations, Procedures, Payment Processing, Quality, Review, Human Resources (HR) Administration, Audit, About Time, Hiring Processes, English Language, Retail, Discrepancy, Partners, Time Management, Collaboration, Confidentiality, Verification, Process Improvement, Prioritization, Authorizations, Financial Services, Cost Analysis, Missing Invoices
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