Trust Accounts and Commissions Agent – 1-Year Contract

Peak Financial Group

. Perform daily bank and trust reconciliations .

Posted 9/21/2026contractMontreal • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong proficiency in Microsoft Excel and a solid understanding of trust accounts within the financial services and banking industries. Capable of collaborating effectively with teams while maintaining attention to detail and organizational skills.

Highest-signal resume keywords

Microsoft Excel ProficiencyTrust Account KnowledgeAccounting or Finance EducationBilingual in French and EnglishAttention to Detail

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Bank ReconciliationTrust ReconciliationCommission ProcessingT4A Tax Slip PreparationFinancial Analysis

Soft Skills

Organizational SkillsTeamworkProblem-Solving

Tools & Technologies

AI TechnologiesAutomation Tools

Certifications & Qualifications

DEP in AccountingDEC in Finance

Industry Keywords

Financial ServicesBanking IndustryInternal AuditsContinuous Improvement

About the role

Key responsibilities & impact

Perform daily bank and trust reconciliations
Prepare deposits and bank transfers between trust and corporate accounts
Follow up on and resolve outstanding items
Participate in internal and external audits
Process advisor commissions, payments, and adjustments
Import and reconcile commission files
Respond to advisors’ inquiries regarding commissions
Assist with the preparation of T4A tax slips
Collaborate with various teams and internal partners
Participate in continuous improvement and automation projects
Contribute to knowledge sharing and cross-training within the team

Requirements

What you’ll need

Strong proficiency in Microsoft Excel
Good understanding of trust accounts and the financial services and banking industries
DEP/DEC in Accounting or Finance, completed or in progress (an asset)
Ability to work in both French and English
French required for positions permanently based in Quebec
English required to communicate with clients and partners primarily located outside Quebec
Knowledge of AI and openness to exploring and implementing new technologies
Strong attention to detail, organizational, and teamwork skills

Benefits

Comp & perks

3 weeks of vacation
5 paid sick days annually
1 personal day annually
2 days off during the Christmas period
Comprehensive group insurance after the probationary period, including health and dental coverage, a health spending account, an employee assistance program, and telemedicine; 50% covered by PEAK
Employer-matched RRSP program after the probationary period
20% employer contribution to the OPUS public transit card, equivalent to 2 free months per year
Frequent social committee events focused on employees’ mental and physical health, social and community involvement, well-being, community, and connection
Professional development through training and internal growth opportunities
Hybrid work model with 2 remote days per week
Modern downtown Montreal offices with scenic views and access to public transit