Credit & Client Banking Analyst

1 week ago

Winnipeg, Manitoba, Canada Mackenzie Financial Corporation Full time

Job Description:

Grade:
P5**
Division: IGM-CSO**IGM Financial Inc.

is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.

The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

Its activities are carried out principally through IG Wealth Management and Mackenzie Investments


Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967.

Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.**We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.
We are proud to be recognized as one of Canada's
Top Employers by
Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and
centre.**Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

DEPARTMENT SUMMARY:

The Credit and Client Banking Team is responsible for the analysis and efficient execution of the overall core processing and data integrity of client administration including; cash management of client accounts, reconciliation of G/L and control accounts, reconciliation of Dealer bank accounts, net settlement, and tax payments.

The primary objective of the team is to provide accurate and efficient administration, processing and service support. The delivery of overall service excellence is adhered to by closely monitoring reports, analyzing and tracking service standard.

***:The Credit and Client Banking Analyst will be responsible for providing efficient and timely administration of payments whether internal or external; ensuring all payment administration work that is carried out is compliant with internal procedures. Prepare accurately and in accordance with the agreed service level agreements or relevant client services deadlines in a cost-effective manner and adherence to risk management guidelines. The position requires the ability to identify areas for continuous improvement that create efficiency and quality to workflow, processes and procedures on an ongoing basis.

DUTIES INCLUDE:

  • Responsible for monitoring, analyzing and resolution of complex escalations in a timely manner.
  • Provide knowledge and support for the coordinators, and review and validate their daily activities.
  • Perform Daily and monthly bank account reconciliations.
  • Perform Daily and monthly G/L and control accounts reconciliations.
  • Perform Daily and monthly client cash management, reconciliation and rebalance.
  • Manual Resolution of exceptions as identified through daily review of various reports.
  • Ensure all completed reconciliations and administration work are compliant with internal and regulatory procedures (CIRO), Canadian Sarbanes-Oxley Act (CSOX).
  • Contribute to satisfactory results in all internal & external audits.
  • Adherence to the risk and control framework, including team and departmental procedures.
  • Understanding of downstream internal/external client service chain impacts.

QUALIFICATIONS:

  • Intermediate to advanced accounting knowledge.
  • Intermediate to advanced knowledge of financial products and services available in the market
  • Strong analytical & problemsolving skills, with a minimum of 2 years processing experience, preferably in the financial services industry.
  • Ability to work in an environment with tight deadlines, changing priorities and work volumes.
  • Excellent written and verbal communication skills
  • Knowledge and proficiency in Microsoft Office, Excel, Word, and Outlook.
  • Ability to work independently and in a team setting.
  • Strong organizational skills with attention to detail.
  • Excellent client service skills and ability to work effectively with other team members
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet y

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