Support Services Associate (Temporary, Full-time)

Duration: June - August

Location: Peterborough, ON

Hours: 40 hours per week, Monday to Friday

Rate of Pay: $21.85 per hour

Compensation:

Compensation for this position is determined by skills, experience, and education. It is aligned with the location's market data, as well as internal equity.

As a Certified Living Wage employer, we offer a guaranteed living wage along with a comprehensive benefit package which includes:

Generous vacation time
Comprehensive medical and dental benefits
Pension Plan
Focus on employee well-being
Dedication to your learning and development
Celebrating your achievements through our employee recognition program
Supportive work environment

Position Summary

We are seeking a detail-oriented Summer Student to support data quality, records administration, and member account maintenance activities. This role offers hands-on experience in document management, data cleanup, quality control, and member outreach while contributing to important operational and integration-related work.

Key Responsibilities

Review daily remote deposit reports, identify exceptions, and flag potential fraud indicators.
Index and re-index digital lending and records files to improve document accuracy and accessibility.
Support file cleanup activities across document repositories and centralized branch records.
Assist with product, account, and member data cleanup activities in preparation for system integration and ongoing quality improvement.
Validate and correct physical and legal address information and other member data discrepancies on our banking system.
Analyze inactive or abandoned memberships and support related maintenance activities.
Supporting our Sole proprietorship and partnership conversions to Organization structure on our banking system, prepare documentation to support the changes and update banking system
Conduct outreach calls to members regarding inactive accounts, following established procedures and service standards.

Qualifications Required:

High school diploma or GED Equivalent
Enrollment in a post secondary program
Prior document management experience would be an asset
Experience making outbound calls to customers/clients is an asset
Possess knowledge with windows, excel, general office equipment and electronic mail
The successful candidate will be a team player who is patient and has an attention to detail

At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.

If you are a post-secondary student who would like to gain experience in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now!

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Support Services Associate (Summer Student)

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