Operations Agent - Contract

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Cultivating a culture of high trust, PEAK strives to maintain an environment of collaboration, and family-like relations among employees. It will be exciting, with fast paced work and many new opportunities to surpass yourself. You have a strong entrepreneurial spirit and no shortage of courage. Put your ideas forward and grow with us.

Come Make a Difference!

If you are motivated and are apt in providing high quality support to the Business Analyst team, specifically our Tax Reporting Specialist, facilitating their responsibilities, then the role of Operations Agent is the job for you.

In this role you will be participating in a team effort in updating and verifying the conformity and validity of the information contained in different documents in accordance with various Canada Revenue Agency’s, Revenue Quebec’s and IRS standards.

What you'll do

You will be responsible for providing a variety of administrative support services using various computer software programs. These essential tasks consists of gathering and processing data, updating client tax reporting through reporting tools on Excel by entering all factors, and reconciling client tax reports to ensure all factors are calculated properly.

You will also be assisting other divisions of the Operations department as needed, accumulating knowledge of the financial industry and its regulatory standards.

What we’re looking for

  • Similar experience in a back / middle-office position in the financial services area or relevant experience
  • Ability to communicate effectively in English and French (written and spoken)
  • Attention to detail
  • Excellent time and priority management

Role success factors

  • Knowledge of tax rules and regulations such as FATCA (Chapter 4), Common Reporting Standard (CRS), and US withholding tax requirements - QI (Chapter 3)
  • Good understanding of tax reporting
  • Ability to perform a variety of tasks

About PEAK

Making a real difference in the lives of Canadians is our raison d'être. Improving the quality of people's lives through better use of their money is our mission. PEAK is the Canadian leader when it comes to fully independent advice.

For 27 years, PEAK has consistently expanded its horizons and now has more than $10 billion in assets under administration.

With 1,500 Advisors, registered professionals and employees across Canada, PEAK has always been in the lead, yet has never lost sight of its values and mission.

We wish to thank all those who have applied but we will communicate only with those candidates selected for interviews.