Financial Operations Administrator

About the role

Reporting to the Director, Business Reporting and Settlement, the Financial Operations Administrator supports Equitable Bank’s banking operations, payment processing, expense management, operational controls, reporting, and business continuity activities. The role administers corporate banking platforms, monitors payment transactions, and liaises with service providers to ensure accurate and efficient execution.

Key responsibilities

• Maintain corporate Web Business Banking platforms, including user administration and payment template management.
• Execute and monitor payment transactions (wire, account transfers, cheques) while complying with AML and wire‑screening requirements.
• Coordinate daily payment activity, clearing line utilization, and temporary limit increases with banking partners.
• Serve as primary contact for banking service providers, handling inquiries, support requests, and operational issues.
• Support new product and service infrastructure setup and maintain signing authorities and banking documentation.
• Administer the Concur expense management platform, processing claims and maintaining user profiles.
• Generate operational and management reports for Finance, Accounting, and business stakeholders.
• Maintain procedural documentation, support internal audit requests, and update business continuity plans.

Required profile

• Post‑secondary education in Finance, Accounting, Business Administration or related field (preferred).
• Minimum 3 years of experience in financial operations, bank administration, payment processing or expense administration.
• Experience in the financial services industry is preferred.
• Strong organizational, communication, and analytical abilities with attention to detail.

Required skills

• Advanced Microsoft Word skills.
• Intermediate Microsoft Excel and data analysis capabilities.
• Working knowledge of the Concur expense management platform.
• Familiarity with corporate banking platforms and payment processing controls.