About Company
Servus Credit Union is Alberta’s largest credit union, proudly serving members across the province for over 80 years. We believe in strengthening the financial fitness of our members, our employees, and our communities. As a member-owned financial institution, our decisions are guided by what’s best for the people we serve, not just shareholders. We offer a full range of financial services including banking, investments, and lending solutions, all delivered with a commitment to exceptional member experience and community impact. At Servus, you’ll find a supportive, inclusive, and values-driven environment where your contributions are recognized and your growth is encouraged.
Job Description
Servus Credit Union is seeking a dedicated and meticulous Client Data Assistant to join our dynamic team in Edmonton, Alberta. This is a fantastic opportunity for an organized individual who thrives on accuracy and efficiency, and who values flexible working arrangements. As a Client Data Assistant, you will play a crucial role in maintaining the integrity and accuracy of our member data, supporting various departments, and ensuring a seamless experience for our valued members. Your work will directly contribute to our ability to provide personalized and reliable financial services, upholding the trust our members place in us.
In this vital role, you will be entrusted with a wide range of data management tasks that are fundamental to our daily operations and strategic initiatives. Your core responsibilities will include accurate data entry from various sources into our internal systems, rigorous verification of existing client information to identify and correct discrepancies, and proactive updates to ensure all records are current and complete. You will also be involved in generating essential reports, assisting with data audits, and helping to maintain the confidentiality and security of all sensitive financial and personal information in strict accordance with privacy regulations and internal policies.
The “Flexible Hours” aspect means we are committed to discussing and implementing a work schedule that balances your personal needs with the operational requirements of Servus Credit Union. This could involve a structured part-time schedule, a modified full-time arrangement, or specific shifts tailored to support our business during peak times while offering you significant flexibility. We are looking for someone who is not only proficient with data management tools and processes but also possesses a keen eye for detail, a proactive problem-solving attitude, and an unwavering commitment to confidentiality and data security. You will work closely with various internal teams, including Member Services, Lending, and Administration, serving as a critical resource for accurate and timely information. This position requires strong organizational skills, the ability to prioritize tasks effectively in a fast-paced environment, and a high level of discretion when handling sensitive financial information. We pride ourselves on fostering a supportive and collaborative work environment where every team member is valued and has the opportunity to grow. If you are passionate about data integrity, enjoy a role that combines precision with practicality, and are looking for flexibility in your work schedule, we encourage you to apply. Join Servus Credit Union and be part of a team that is dedicated to building strong communities and helping our members prosper through accurate and reliable data management. This is a part-time position with the possibility of growing into more responsibility based on performance and business needs. We are committed to fostering a diverse and inclusive workplace where everyone feels valued and respected.
Key Responsibilities
- Accurately input and update client information, financial transactions, and other critical data into various internal systems and databases.
- Verify data for accuracy and completeness, identifying and correcting any discrepancies or errors.
- Assist with data integrity checks and perform regular data clean-up activities.
- Generate reports and summaries of client data as required by management and other departments.
- Maintain strict confidentiality of all sensitive client information and adhere to privacy regulations (e.g., PIPEDA).
- Provide administrative support for data-related tasks, including scanning, filing, and organizing digital records.
- Collaborate with other departments to ensure consistent and accurate data across all platforms.
- Respond to data-related inquiries from internal teams in a timely and professional manner.
- Support the implementation of new data management processes and tools as needed.
- Contribute to a positive and collaborative team environment.
Required Skills
- Proven experience with data entry and data management.
- Exceptional attention to detail and accuracy.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
- Strong organizational and time management skills.
- Excellent communication skills, both written and verbal.
- Ability to work independently and as part of a team.
- High level of discretion and ability to handle confidential information.
- Basic understanding of data privacy principles.
Preferred Qualifications
- Previous experience in a financial institution or a regulated environment.
- Familiarity with database management software or CRM systems.
- A diploma or certificate in administration, business, or a related field.
- Experience with report generation and basic data analysis.
Perks & Benefits
- Competitive hourly wage.
- Flexible work schedule options to promote work-life balance.
- Opportunity for professional development and growth within Servus Credit Union.
- Access to a comprehensive Employee Assistance Program.
- Supportive and inclusive work environment.
- Participation in community-focused initiatives.
- On-the-job training and mentorship opportunities.
How to Apply
Interested candidates are encouraged to apply by clicking the application link below. Please ensure your resume highlights your data management experience and your interest in a flexible work arrangement. We look forward to reviewing your application and exploring how your skills can contribute to the Servus Credit Union team.