Intake Analyst

Job title: Intake Analyst

Company: Robertson & Company


Job description: Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Robertson is seeking a skilled Intake Analyst to join our client.Contract Dates: 12 months with potential to extend or convert
Pay Range: $31.20 to $36.94 per hour
Business Hours: Monday to Friday (Hybrid)Job Responsibilities:

• Interprets organizations assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
• Analyze organizations financial status and develops financial plans based on analysis of data.
• Recommend, develop, and implement risk management programs to reduce losses and insurance costs.
• Research accidents or losses involving company personnel or products.
• Maintain input or data quality of risk management systems.
• Identify key risks and mitigating factors of potential investments such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.
• Produce reports or presentations that outline findings, explain risk positions, or recommend changes.

Experience & Qualification Requirements:

• Data entry experience
• Intake experience
• AML experience
• Analyst experience

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary: $31.2 – 36.94 per hour

Location: Toronto, ON

Job date: Sun, 09 Mar 2025 06:29:47 GMT

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