Operations Analyst

4 weeks ago

Markham ON, Canada Worldsource Wealth Management Inc. Full time
Operations Analyst (18- 24 Month Contract) Operations Analyst (18- 24 Month Contract)

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Reporting to the Director Projects, Production Control, Tax and Investor Reporting, this role will be responsible for supporting the larger Operations team with statistical reporting, board reporting, and enjoy extracting transactional data for metrics/graphs/charts. This person will manage client form changes, and supporting the production and Quality Assurance testing of client statements and tax processing for both dealers: Worldsource Securities Inc. (“WSI”) and Worldsource Financial Management Inc. (“WFM”). This role will support the Director of Production control, on projects and initiatives; this will include triaging escalations, vendor support, and general inquiries.

With a keen eye for detail, and a desire to learn, this person will enjoy supporting projects, and leading small initiatives. This candidate will be a self starter, with an ability to multi-task, while working in a fast- paced environment. The preferred candidate will require strong communication skills, with a focus on problem resolution. This person will enjoy analytical work, and equally enjoy working alone or collaborating with a team. This role will support various departments, and liaison with both back office and front office team members, in a professional manner, while ensuring to deliver on the service level agreements outlined.

ESSENTIAL FUNCTIONS :

  • Providing support as a Dataphile subject matter expert (“SME”) as it relates to daily processing, for both back office and front office;
  • Querying and gathering statistical data for Meetings and Board reporting which includes filtering transactional data to transpose into graphs/charts;
  • Owning communication updates in relation to client reporting, tax processing and forms;
  • Supporting Operations department with process maps, and documenting procedures;
  • Assisting in maintaining the Dataphile tax portal module to ensure accurate tax reporting;
  • Overseeing year end processing, which includes attending vendor meetings, communications, statements, and tax slip production while ensuring all communicated deadlines are adhered too;
  • Coordinating client and CRM2 statement testing, general inquiries, and resolving performance inquiries;
  • Supporting leaders with Dataphile applications which includes logging tickets, liaising with vendors, and requesting development request;
  • Supporting back office teams with reporting needs, which can include providing custom queries to facilitate special activities, as well as data integrity as needed;
  • Championing a customer focused culture to deepen client relationships and leverage broader relationships, systems and knowledge;
  • Supporting the leaders in Operations in creating administrative efficiencies to reduce operating expenses and decrease administrative errors; and
  • Performing other duties and projects as assigned.

QUALIFICATIONS :

  • University degree or equivalent
  • 3-5 years of investment industry experience; previous experience in dealer back office preferred
  • Results driven, strong communication skills written and verbal, attention to detail with the ability to work collaboratively, professionally and effectively in a team-oriented environment
  • Strong analytical skills required to identify problems, resolve issues, evaluate possible alternatives and implement solutions
  • Results driven, with keen attention to detail, and the ability to work collaboratively, as well as independently
  • Strong analytical skills, desire to learn, and evolve with the department
  • Ability to resolve issues, confidently, and implement solutions
  • Strong knowledge of Microsoft Office tools required; intermediate to expert working with
  • MS projects. Excel, PowerPoint
  • Broadridge/Dataphile, FundSERV, CDS, Cannex, Salesforce knowledge, an asset

COMPENSATION :

Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com .

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including

persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Contract
Job function
  • Job function Analyst

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