Investment Support Specialist - Camrose - Maternity Leave Coverage

The Position:

The Investment Support Specialist will be responsible for multiple activities relating to Vision Credit Union Ltd. registered and non-registered investments. Responsibilities include but are not limited to the adequacy of all Vision Credit Union Ltd. investment processing, auditing and documentation and accuracy of assuring compliance with all applicable federal and provincial regulations, and company policies. Integrity, accuracy and strong attention to detail are crucial for this role.

This is a full-time maternity leave coverage position.  

For complete job posting details, please visit our website www.visioncu.ca/personal/aboutus/careers  

The Person:

•    Knowledge of basic accounting and office procedures, 2-3 years in a financial institution.
•    Strong problem identification and problem resolution skills.
•    Demonstrated ability to accurately calculate, post, correct, and manage figures and reports.
•    Able to perform moderate to complex account reconciliations.
•    High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or   facts.
•    Able to work well under pressure and meet set deadlines.
•    Good organizational, time management and prioritizing skills.

Compensation:

•    Salary range $45,000 to $55,000/annually
•    Comprehensive benefits package.

SUBMIT RESUME AND COVER LETTER TO:
Human Resources
Vision Credit Union Ltd.
Corporate Office
5007 – 51 Street
Camrose, Alberta T4V 1S6
Fax 780-679-0569
jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.
 

Position Title:    Investment Support Specialist l & ll
Reports To:    Lead of Support Services

Summary

The Investment Support Specialist will be responsible for multiple activities relating to Vision Credit Union Ltd. registered and non-registered investments. Responsibilities include but are not limited to the adequacy of all Vision Credit Union Ltd. investment processing, auditing and documentation and accuracy of assuring compliance with all applicable federal and provincial regulations, and company policies. Integrity, accuracy and strong attention to detail are crucial for this role.

Job Duties/Responsibilities

•    Respond to employee inquiries in regards to investments.
•    Checks other staff members’ work to ensure that their final figures and/or documentation are correct, noting errors  and the causes of any miscalculations.
•    Accurately audit all investment documentation and processing. 
•    Process any investments where assistance is required.
•    Correct investment errors to ensure accurate reporting. 
•    Accurately audit/verify investment imaging correcting errors made.
•    Verify applicable DRVA and cView reports for accuracy, reconciliation, errors, and research s required.
•    Reconcile, prepare, and process journal entries to submit CRA withholding tax remittances. 
•    Manage and maintain registered and non-registered investments in accordance with legislative requirements. 
•    Monitor the performance of investment processing and act accordingly.
•    Assist branches as required in a positive, friendly and timely manner.
•    Maintain Service Desk Tickets submitted by branches.
•    As Vision Credit Union Ltd. is our own Trustee, stay current with CRA requirements.
•    Adhere to all Vision Credit Union Ltd. policies and procedures.
•    Follow all compliance policies and procedures in relation to Anti-Money Laundering and Anti-Terrorist Financing Guidelines.
•    Assist the Manager of Support Services with other duties as assigned.

Requirements

•    High school diploma. 
•    Emphasis on mathematical skills.
•    Knowledge of basic accounting and office procedures, 2-3 years in a financial institution.
•    Strong problem identification and problem resolution skills.
•    Demonstrated ability to accurately calculate, post, correct, and manage figures and reports.
•    Able to perform moderate to complex account reconciliations.
•    Effective attention to detail and a high degree of accuracy.
•    Strong work ethic and positive team attitude.
•    Sound analytical thinking, planning, prioritization, and execution skills.
•    Computer literate, including effective working skills of MS Word, Excel and e-mail.
•    Effective communication skills with individuals at all levels of the organization.
•    Ability to adapt to and learn new software.
•    High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
•    Able to work well under pressure and meet set deadlines.
•    Good organizational, time management and prioritizing skills.
•    Attention to detail in all areas of work.
•    Strong work ethic.
•    Self starter.
•    Confident, consistent, decisive personality.
•    Able to work efficiently as part of a team as well as independently. 
•    Meticulous records maintenance skills.
•    Must be able to handle confidential information in an ethical and professional manner.
•    Knowledge of audits, income tax forms, group benefits programs, sick pay, retirement plans, etc.
•    Ability to deal with people sensitively, tactfully, diplomatically, and professionally at all times.
•    Demonstrated knowledge of payroll processing procedures, tax laws, Alberta Human Rights, and Alberta Employment Standards.

Vision Credit Union Ltd. – we “see” banking differently.

We may very well be the right fit for you….and you for us.

We’re Vision Credit Union. Although we offer loans, deposits, financial planning service, RRSP’s, mutual funds, insurance products and other product that most F.I.’s are able to offer, we do things a little (some would say a lot) different at our “shop”.

 Our focus is our 37,000 member-owners. We’re an organization based on principles over profit. If you are eager to launch a rewarding career with our organization, you will need to be able to naturally and consistently provide “well above the norm” member service. After all, the Credit Union system has been chosen tops in Canada for twelve years straight in the area of customer service. That’s a reputation we pledge to continue.

We believe that charging excessive fees or providing products and services that benefit our Credit Union more than our valued members is wrong. We also believe that the bulk of our profits must be shared by our members and that some of our profits need to be channeled back to community initiatives in the small rural communities where we live and work.

 At Vision Credit Union, an equal opportunity employer, we treat members special. Our goal is to ensure that every one of our members feels like an extension of our “family”. The team, of which you would be a part, is small in numbers but capable of “moving mountains”. We believe in common purpose (life-long member-owners). We strive for error-free work and accountability. We’re collectively recognized for our great work: in both 2016 and 2017 Vision C.U. was named one of Alberta’s Top 70 Employers. In 2016, 2018 and 2019, Vision earned the title: Alberta’s Credit Union of the Year.

 We are always “on the hunt” for enthusiastic, astute and motivated team members. Joining us represents an opportunity to go home from work feeling fulfilled. At Vision, you will enjoy a salary that is at or above industry standards and there are exceptional advancement opportunities for the right individual. If you feel you can offer skill and passion to help our organization continue being the financial service provider of choice in rural and entrepreneurial Alberta, we invite your resume.