Fee Officer - Term Contract Position

Role Overview

Become a vital part of a driven and successful team at a leading financial institution focused on inclusion and high performance. The Fee Officer plays a key role in supporting internal stakeholders by accurately processing fees and spotting opportunities to enhance service delivery. This position is offered as a term contract located in Toronto, Ontario.

Key Responsibilities

• Establish and maintain automated fee diaries per authorized client agreements, verifying fee schedules, discount applicability, frequency, and market values, and requesting clarification as needed.
• Manage manual fee arrangements when automation isn’t feasible by evaluating existing fee schedules.
• Exclude specified assets from fee assessments per client agreements and instructions.
• Perform fee calculations and reversals through designated applications, ensuring postings are accurately credited to client accounts.
• Handle document control by logging and filing paperwork received from branches in the departmental database.
• Adhere to departmental procedures to uphold service standards and minimize financial losses, escalating complex issues to senior management when necessary.
• Stay informed of fee processing updates and participate in cross-training to broaden expertise.
• Support fee processing functions during absences or peak workload through shared responsibilities.
• Propose improvements to existing procedures to boost efficiency.
• Deliver timely, high-quality service and communication to internal clients, addressing enquiries and resolving fee-related issues collaboratively.
• Undertake additional duties as assigned.

Qualifications and Skills

• Post-secondary academic credentials.
• Familiarity with fee calculation processes, procedures, and internal policies is advantageous.
• Exceptional attention to detail and organizational skills.
• Good judgment and analytical capabilities for managing non-standard scenarios.
• Strong interpersonal and communication skills, both oral and written, appropriate for varied management levels.
• Analytical mindset to detect procedural inconsistencies.

Additional Information

The role is situated in Toronto, Ontario, within a major bank serving the Americas. The institution is committed to diversity and accessibility, offering accommodations during recruitment and selection as required. Only candidates selected for interviews will be contacted.