Occupation Types: Administrative/Clerical/Support

Procedures & AML Analyst

This is a great opportunity to take the next step in your career and create a future at SASCU!

We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As the Procedures & AML Analyst, you will make balanced procedural recommendations that reflect SASCU’s corporate focus on member centricity and continuous improvement while meeting our regulatory compliance obligations, including Anti-Money Laundering (AML) requirements and fraud management. The Procedures & AML Analyst also recommends, documents, and implements new and revised policies and procedures across SASCU to ensure that staff have the tools and information they need to complete their work efficiently and within established guidelines.

 

What you’ll do:

  • Monitor and identify internal and external situations that may result in updates to SASCU’s procedures.
  • Recommend changes to the Manager, Risk & Procedures, consult with key stakeholders, and document and implement policies and procedures.
  • Customize, design, and create forms for SASCU’s operations manual to support efficiency of operations.
  • Respond to operations-specific queries from staff, supervisors, and managers, and provide guidance to assist them in locating required information and resources.
  • Liaise with external operations and compliance departments regarding new and anticipated changes.
  • Liaise with the Training department and assist with training staff on new/changed procedures.
  • Monitor, report on, and support with the auditing of Anti-Money Laundering procedures and other compliance requirements.
  • Adjust to a dynamic environment where focus, timelines, and project milestones may be adjusted due to project needs and priorities.

What you’ll bring:

  • A post-secondary diploma in business or communications.
  • 4-6 years’ experience in the financial services industry.
  • Experience with the Microsoft Office suite and other programs.

You’re perfect for this role if you have:

  • Strong attention to detail, organization, time management, and research skills.
  • Adaptability to working with various stakeholders and changing priorities.
  • Excellent communication and interpersonal skills.
  • A commitment to continuous learning and development.

 

This is a full-time Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Trust Administrator

The Company

First Nations Bank of Canada (“FNBC”) is a competitive, service-oriented Canadian Chartered bank focused on providing financial services to the Indigenous marketplace in Canada. As a majority Indigenous-owned and controlled entity (over 80%), this federally regulated financial institution focuses primarily on serving the financial services needs of Indigenous customers across the country through a network of full-service branches, community banking centers and electronic banking channels.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust supports and enhances the capacity of the trusts and the trustees in alignment with FNBC’s mission toward long-term economic well-being of Indigenous Peoples.

The Challenge:  

Reporting directly to the Vice-President of FNB Trust Indigenous Trust Services, the Trust Administrator will be accountable for administration of all client trusts. As a Trust Administrator, you are responsible for supporting trust client service goals by ensuring all administrative requirements associated with each client trust agreement are met. You are client-focused and efficient, with a strong sense of proactivity and effective at working in a team. You are a proven, highly skilled professional with experience in trust administration of varying complexity, and within the scope of your role you will need to plan, administer and report in accordance with the terms and conditions of client trust agreements.

Location:

This is a national position. Candidates from all Canadian regions will be considered, with preference to those able to be based from our Saskatoon, Winnipeg or Vancouver offices. Our Saskatoon and Vancouver offices are located on First Nation lands.

Qualifications:

  • Proven experience in and understanding trust agreement terms and conditions.
  • Effective at building and maintaining client and team collaboration.
  • Proven ability to manage competing priorities without losing focus on key accountabilities.
  • Strong interpersonal, verbal communication and negotiation skills and professionalism.
  • High proficiency in Microsoft Word, PowerPoint and Excel.
  • Deep understanding of Indigenous trust administration and a demonstrated ability to work in an environment that demands tact, objectivity, sensitivity and high attention to detail.

Education and Other Requirements:

  • University undergraduate degree.
  • Minimum of 3 years of directly related experience.
  • Proven success in Indigenous trust administration.

Make FNB Trust your First Choice!

 Please submit your cover letter and resume to: hr@fnbc.ca

For more information, visit: www.fnbtrust.ca

Operations Coordinator – 2 Positions

Who are we?
Credit Union Deposit Guarantee Corporation is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system.

We are seeking two confident, highly motivated professionals who enjoy working in a fast-paced co-operative environment.

How you will spend your time:
As Operations Coordinator, you will provide administrative support and contribute to the coordination of workflows required by individual teams to ensure ongoing operations and initiatives are met in a timely, accurate, and efficient manner.

Position 1 – Corporate Operations: 20 Month Term
This position is responsible to:
• provide administrative support including the development, formatting, editing/proofreading and distribution of corporate documents, reports and materials.
• provide exceptional proofing and editing skills to final copies of documents and publications
• support the records management process; archiving electronic and physical documents and coordinating the storage and destruction of offsite records
• support the development, and lead the preparation and distribution of corporate documents and materials
• provide back-up to the Executive Assistant and other Operations Coordinators

Position 2 – Regulatory Policy & Prevention: 12 Month Term
This position is responsible to:
• proofread, format, and edit corporate documents, publications, and presentation materials
• support administrative process such as, records management, purchasing supplies, and coordinating meeting logistics
• compile meeting packages for internal and external stakeholders
• provide back-up support to the Executive Assistant and other Operations Coordinators

What you’ll need:
• Office Education or Business Administration and/or administrative experience
• Intermediate to advanced proficiency with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
• exceptional proofreading and editing skills with a high degree of attention to detail
• ability to set priorities and manage multiple assignments within deadlines
• excellent communication and interpersonal skills

The core competencies for these positions focus on initiative, analytical thinking, concern for quality, teamwork, communication, and relationship building.
We offer competitive compensation and benefits. The salary range for this position is $42,992 – $53,741. For more information on the Corporation, please visit our website www.cudgc.sk.ca.

To Apply:
Please submit your resume and cover letter stating Competition Number OC-CUDGC by October 12, 2021 to HR@cudgc.sk.ca. Please indicate which position(s) you are applying for. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Compliance Administrator

First Nations Bank of Canada (www.fnbc.ca) is a federally regulated chartered bank servicing Indigenous and non-Indigenous customers throughout Canada.  We are focused on delivering superior customer service and offer a full range of personal and business banking products.

As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

Reporting to the Chief Compliance Officer, the Compliance Administrator is an entry-level position that must demonstrate an awareness of, or a willingness to learn, the Bank’s regulatory obligations and corporate governance functions, and must ensure that all duties performed align with the Bank’s goals.

Location:

This position is based at our head office in Saskatoon for a Monday through Friday work week and may be a mix of in-office and remote.

 The Role:   

  • Through training, support and guidance, you will become knowledgeable in Bank requirements including Regulatory Compliance Management (‘RCM’) and Anti-Money Laundering / Anti-Terrorist Financing (‘AML/ATF’) programs and Risk Enterprise Management.
  • You will act as the initial point of contact to identify, assess and submit certain compliance reports internally and to regulators.
  • You will provide ongoing administrative support to the Chief Compliance Officer and the Corporate Secretary in areas of compliance and board of director governance.
  • You will support business units and training in critical RCM-AML/ATF functions as required.

Qualifications:

  • Strong organizational and time-management skills with the ability to pay close attention to detail
  • Willingness to learn the Banking industry and able to meet deadlines
  • Strong interpersonal and communication skills (both verbal and written)
  • Friendly, enthusiastic self-starter with ability to work independently under minimal supervision
  • Experience or understanding of corporate secretarial duties and responsibilities
  • Strong team player with proven ability to maintain relationships across all levels of the organization

 Education and Experience:

  • We are willing to train the right person
  • A degree, diploma or certificate in an area of business, administration or governance would be an asset
  • Experience working in a corporate secretarial or compliance-related field would be an asset
  • Experience working in a financial institution environment would be an asset

     Make First Nations Bank of Canada your First Choice

      Please submit your cover page and resume to:  hr@fnbc.ca

Executive Assistant – Permanent Full Time

Columbia Valley Credit Union (CVCU) is a member owned financial institution in Golden, BC, serving members since 1955. With $190 million in assets, we serve our 4,500 members according to our guiding principles:

  • Serving members is the primary purpose of our existence.
  • We provide exceptional, customized service.
  • We act with integrity and sincerity.
  • We never stop learning.
  • We continuously innovate.

To learn more about our credit union visit https://www.cvcu.bc.ca/.

The Opportunity

CVCU is looking for an experienced Executive Assistant to support our organization, CEO, Board of Directors, and our members.  This is a permanent position, with the opportunity to work remotely and in our office in Golden, BC.

Reporting directly to the CEO, the Executive Assistant is a member of the credit union management team, contributing to our success in achieving organizational goals.  This role is primarily responsible for providing efficient and confidential administrative support to the CEO and Board of Directors, as well as performing other administrative duties related to the human resources and payroll functions of the credit union.

Some of the specific accountabilities of this role include:

  • Maintain the CEO’s calendar and appointments, applying diplomacy and good judgement in managing requests of the CEO’s time.
  • Ensure the confidentiality of privileged or sensitive materials related to the CEO office and the Board of Directors.
  • Prepare reports, correspondence and presentations for the CEO and Board of Directors.
  • Work closely with the CEO and Chair of the Board to prepare Board meeting agendas and maintain the Board’s annual calendar of activities, including the scheduling of Board and committee meetings.
  • Coordinate and plan the annual general meeting, strategic planning session(s), business planning meetings and other Board and branch-related activities as required.
  • Attend Board meetings, take minutes, and distribute minutes and meeting packages.
  • Coordinate travel and accommodations for Directors and track Board expenses.
  • Maintain all personnel records related to attendance, vacation pay, benefits accruals and payments, and provide administrative support for payroll purposes as needed.
  • Support the CEO with employee performance planning activities and other human resources initiatives, as well as ensuring human resources policies are kept up to date.
  • Perform other related duties as required.

Qualification and Skill Requirements:

We’re looking for someone with relevant post-secondary education and at least 5 years of related experience in a financial institution.  An equivalent combination of education and experience will be considered.

To be our ideal candidate, you will also have:

  • Sound knowledge of general office procedures, business machines, and computers, with proficiency in Word, Excel, and Microsoft Office products.
  • Ability to communicate effectively, both verbally and in writing, with experience in drafting correspondence, taking minutes, and writing reports.
  • Excellent interpersonal skills and the ability to interact with staff, members and Board of Directors in an effective and diplomatic manner.
  • Ability to type with reasonable speed and accuracy and to perform basic mathematical computations.
  • Strong organizational skills with the demonstrated ability to manage multiple priorities and meet deadlines.
  • Ability to make independent decisions, with sound judgement, and a willingness to learn.
  • Ability to maintain a positive and professional demeanor at all times, supporting and promoting changes within the organization.
  • Understanding of credit union operations, with a commitment to the credit union philosophy and vision.

The Reward

  • Chance to make a big impact in a small organization and contribute to the success and integrity of the business
  • Competitive compensation package and benefits program
  • Opportunity to be a part of an organization that gives back to the community through credit union services and initiatives

Loans Administrator

An exciting opportunity exists, for an experienced Loans Administrator to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Assets $268 million, loans $188 million, deposits $244 million, staff of 32. At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Loans Administrator is a key member of ABCU’s Credit team, with primary responsibilities to complete all administrative duties to assist and support the credit department at ABCU. This includes performing a variety of administrative duties, such as the set up, maintenance, and compliance of all residential, consumer, commercial, and agricultural credit files. Additional responsibilities include the responsibility for the advisory services meet and greet reception desk, keying information in to applicable software and banking systems, and providing exemplary member service to all members. This position works to support all lending roles and the collections area. This role requires expert knowledge of credit administration to support both retail and commercial workflows, and has excellent time management skills.

This role is part of the overall lending team and works out of the Beaumont Community Branch location. As such, the role works closely with the full lending team and is on a full-time work schedule and may be required to take on temporary duties when dealing with short term urgent issues.

The successful candidate will have the following qualifications:

· Post-secondary degree or diploma in Business Administration preferred

· Three to five years job/industry related experience preferred

· Comfort and ability to work with a high level of detail/accuracy

· Proficient use of Microsoft Office Suite (Excel, Word, Outlook)

· A combination of work and education experience will be considered

· Be a team player

Interested candidates please provide a cover letter, salary expectations and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified.

Retirement and Pension Associate

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS) Pension Plan, located in Saskatoon, Saskatchewan, is one of the oldest and largest defined contribution pension plans in Canada. With approximately $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 51,300 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees.

Summary:

We are expanding our Member Experience team and adding an exciting new position, a Retirement and Pension Associate!

Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Associate. You will care for our employer and employee members’ journeys by:

  • Providing senior administrative leadership and support for our pension and retirement planning professionals,
  • Taking responsibility for a wide range of pension and retirement activities (e.g., from pension and retirement administration to meeting with members to assisting with virtual and in-person educational and engagement events),
  • Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan and
  • Assisting the Director, Member Experience with regular budget and operational planning needs.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside of the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes that you bring to the team. The Retirement and Pension Associate is required to develop an expert understanding of our pension benefit provisions, policies, and procedures.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Provide and Support the Delivery of Pension and Retirement Information

  • Answers inquiries and provides information through various communication channels regarding CSS Pension Plan provisions.
  • Meets with members on an individual basis to explain the retirement income options they are entitled to; engages the senior pension and retirement planning professionals as appropriate given the member’s needs and objectives.
  • Extracts and gathers the pertinent information needed to 1) determine the member’s eligibility for the various retirement income options and other rights and entitlements; and 2) support our pension and retirement planning services.
  • Supports the pension and retirement planning professionals by 1) ensuring that all required information is provided to and received by members, 2) assisting members with their pension plan inquiries, 3) forwarding complex inquiries to the appropriate professionals or specialists, and 4) preparing, reviewing and submitting complete retirement income application packages to our member account specialists for processing.
  • Establishes a positive mutual relationship between themselves, the pension and retirement planning professionals and the members.
  • Assists with the development and continuous improvement efforts of our educational and engagement workshops, seminars, and courses.

Other responsibilities

  • Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
  • Performs user testing for technological assets to ensure operational and strategic needs and goals are met.
  • Assist with projects (e.g., information technology, member experience, member education and member engagement).
  • Develops and maintains knowledge and application of CSS policies and procedures.
  • Develops and maintains knowledge and application of the CSS’ vision, mission and values.
  • Provides back-up support for the Department and organization as required and carries out other duties as assigned.

Skills and Abilities

  • Sound knowledge of pension and other relevant legislation.
  • Excellent computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate reports and information.
  • Strong analytical skills including the ability to analyze information (e.g., financial and membership data).
  • Excellent organizational, administrative, and problem-solving skills.
  • Must be flexible and able to manage high work volume and conflicting priorities to meet deadlines.
  • Self-directed, but recognizes the importance of relationship building within the team and across the organization.
  • Strong desire to learn and grow in the pension and retirement industry.

Qualifications

  • Previous experience with customer service, information systems, and data analysis,
  • A post-secondary degree or diploma in business administration or commence, and
  • Two or more years of experience in a financial, wealth, retirement services or a relevant role.

A combination of equivalent education, training and experience will be considered. A Pension Plan Administration Certificate (PPAC) and/or the Certified Employee Benefit Specialist (CEBS) designation is an asset. On the path to earning the Certified Financial Planner® designation is an asset.

To Apply:

Please forward your resume and cover letter (including your salary expectations) to:

  • CSS Pension Plan
  • Attn: Director, Member Experience
  • Email: hr@csspen.com

Competition closes: July 23, 2021

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, along with a competitive salary and benefits package.

We thank all applicants for their interest. However, only those applicants selected for an interview will be contacted.

 

Systems Support Analyst

VantageOne Credit Union is seeking an experienced Systems Support Analyst. This position is based out of our Vernon BC office (3108 33 Avenue, Vernon BC).

If you have a business/finance or computer science degree or diploma and 4-6 years’ experience in a business/systems analyst role in a Credit Union or Financial Institution environment, we would love to meet you!.

Who we Are: We are a credit union dedicated to the financial well-being of our members, clients, employees, and communities. Part of what sets VantageOne apart from others is that while we offer traditional banking and borrowing solutions, we have also strategically diversified our services to meet our members’ expanding financial needs by offering
Financial Ability with a Human Touch.

Our history as a credit union reaches all the way back to 1944 when we opened our first branch in Vernon. Since that time, we are proud to have become a vital part of the local business economy. From the very start, we have seen ourselves as a local business, owned by our members and operated by people who live here and are deeply invested in our communities.
VantageOne has a network of branches located in the beautiful Okanagan Valley. Our Vernon location offers waters sports, skiing and world class golf within 20 minutes of our branch location and Vernon is a great community to raise a family. It does not get any better than this!

Compensation includes a solid training program committed to your career development, full health, dental and disability benefits and a corporate RRSP contribution.

Full position details can be found on the careers page of our website.

 

Trust Administrator

The Company:
First Nations Bank of Canada (“FNBC”) is a competitive, service‐oriented Canadian Chartered bank
focused on providing financial services to the Indigenous marketplace in Canada. As a majority
Indigenous‐owned and controlled entity (over 80%), this federally regulated financial institution
focuses primarily on serving the financial services needs of Indigenous customers across the country
through a network of full‐service branches, community banking centers and electronic banking
channels.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust supports and enhances the capacity of the trusts and the trustees in alignment with FNBC’s mission toward long-term economic well-being of Indigenous Peoples.

The Challenge:

Reporting directly to the Vice-President of FNB Trust Indigenous Trust Services, the Trust Administrator will be accountable for administration of all client trusts. As a Trust Administrator, you are responsible for supporting trust client service goals by ensuring all administrative requirements associated with each client trust agreement are met. You are client-focused and efficient, with a strong sense of proactivity and effective at working in a team. You are a proven, highly skilled professional with experience in trust administration of varying complexity, and within the scope of your role you will need to plan, administer and report in accordance with the terms and conditions of client trust agreements.

Location:

This is a national position. Candidates from all Canadian regions will be considered, with preference to those able to be based from our Saskatoon, Winnipeg or Vancouver offices. Our Saskatoon and Vancouver offices are located on First Nation lands.

Qualifications:
 Proven experience in and understanding trust agreement terms and conditions.
 Effective at building and maintaining client and team collaboration.
 Proven ability to manage competing priorities without losing focus on key accountabilities.
 Strong interpersonal, verbal communication and negotiation skills and professionalism.

 High Proficiency in Microsoft Word, PowerPoint and Excel.
 Deep understanding of Indigenous trust administration and a demonstrated ability to work in
an environment that demands tact, objectivity and sensitivity and high attention to detail.

Education and Other Requirements:
 University undergraduate degree in finance/accounting or related field
 Minimum of 3 years of directly related experience
 Proven success in Indigenous trust account administration

Make FNB Trust your First Choice!
Please submit your cover letter and resume to: hr@fnbc.ca
For more information, visit: www.fnbtrust.ca

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