Assistant Manager, Estates & Investments Administration

Kitchener, ON
Regular Full-Time

Posting #: 23-79
Location: hybrid/remote, with ability to attend a branch within the southern region or the Corporate Office, Kitchener

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?

Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.

Take a look at this job posting, and if it’s a good fit, we encourage you to apply. If it’s not for you but you know someone that may be better suited for it, we welcome you to share it with them! Thanks for checking us out!

The Role
Reporting to the Manager, Estates Administration, this role will work collaboratively to support both the Manager, Estates Administration and Manager, Investments Administration. This position is responsible for ensuring that the accounts of deceased members are handled in accordance with Credit Union by-laws and policies. The position will also provide support to the investment administration tasks following CU policy and CRA regulations and Trustee legislation and requirements.

  • Provide guidance to branch staff in preparation for executor meetings and YNCU requirements as well as share and investment offerings
  • Identification and preparation of required documentation for administration and closure or transfer of accounts
  • Communicate effectively with Estate executors, lawyers and branch staff through a variety of channels including but not limited to email, telephone, in person, facsimile, electronic platforms and written correspondence
  • Complete required system entries relating to term redemptions, transfer of funds, funding estate payouts
  • Work with third party insurance providers to collect applicable funds for insured loans or lines of credit
  • Assist in the preparation of CRA tax reporting forms for settled estates and closed accounts
  • Assist in the annual tax reporting process for manual and system generated tax slips
  • Assist in the reconciling, review and remittance of withholding taxes on a monthly basis and annual reconciliation to the submitted tax slips
  • Assist with the on-going and annual requirements of Concentra Trust for the CU’s Registered Plans Trustee agreements.
  • Provide guidance and review of any Locked-In Investment Hardship Withdrawals received for members
  • Regularly review and correct TFSA rejects and over-contributions and/or reporting as well as other tax slip reporting errors
  • Monitor the reconciliation of internal and GL accounts as they relate to Corporate Support Services (CSS) processes
  • Assist in the maintenance of Index-Linked and/or MLGIC Series purchases and maturities - provide support for branches and CSS administration
  • Assist in the administration of the Broker Deposit portfolio for YNCU including new purchases, interest payments, maturities and correspondence
  • Maintain Class A Share redemption requests and transfers, reporting and reconciling
  • Support branches with knowledge and understanding of the Class A Share product and policies

Why work at YNCU?

 YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support.

  • Certified Ontario Living Wage Employer
  • B Corp Certified
  • 2022 Canada's Healthy Workplace Month Great Employer Award
  • Employer under The Career Directory (2023): Canada’s Best Employers for Recent Graduates
  • Flexible work arrangements once fully oriented
  • Competitive Compensation, Incentive Programs and Benefits
  • Remote/working from home hybrid option once fully oriented
  • 37.5-hour work week
  • 7% matching pension
  • Benefits are 100% paid for by YNCU
  • Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness
  • Training and Development Opportunities
  • Community Sponsored Events Employee and paid Volunteer opportunities
  • Fun Squad
  • Free banking account
  • Discounted Employee Rates

What we are looking for

  • Post-secondary community college diploma or university degree in accounting, finance, business administration or a related program, or an equivalent combination of education (minimum Grade 12) and experience
  • Minimum of three (3) years of related experience preferred
  • Experience with CRA filing, slip reporting and analysis is an asset
  • Experience working in a financial institution or a business environment; credit union experience preferred
  • Must be a team player who understands the dynamics of team operation and team strategies
  • Must be bondable

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at

Apply Now

Find the Perfect Job for You.

We’re offering many different roles in many different Ontario locations, so this is where the search for your perfect job begins!
While you’re at it, think about your friends, family and neighbours. Are there people you know that also want to be part of something great?

View Current Openings

YNCU office space

Learn More About YNCU.

We want to know about you, but we also want you to know about us. And if you have an interview coming up, your insight and knowledge of YNCU will surely wow us!

The credit union story – a story of compassion, community, and commitment to the local economy – is one we want you to not only hear, but share. Credit union members are owners too, which is the underlying foundation that drives our story. But credit unions are also full-service financial institutions with competitive rates and products! By joining YNCU, you can be a part of this great story and help us tell it.

In the About Us section you can learn all kinds of things, from our guiding principles to our unity story.

About YNCU

Contact YNCU.

Human Resources 519.804.9190 x673 or

YNCU will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.

Career Directory 2023      Ontario Living Wage Network certification      Great Employer 2022