Manager Transaction Processing

1 month ago


Toronto Ontario, Ontario, Canada Altis Recruitment Full time

Our client in the financial services and investments industry is looking for a Manager, Transaction Processing to join their team for a full-time permanent role in downtown Toronto. This role is hybrid (2 days a week in office) and offers 3 weeks vacation, a bonus structure, 100% employer paid benefits and more


The Manager of Transaction Processing is responsible for effectively managing and leading the Processing function within Client Services. This includes ensuring high-quality transaction processing and throughput, developing and maintaining appropriate controls, planning and optimizing staff utilization, and conducting process reviews and improvements.

Roles and Responsibilities

  • Supervise, train, and mentor a team of 3-5
  • Oversee the daily activities of the Transfer Agent Processing department, ensuring the timely and accurate completion of incoming transactions
  • Collaborate with senior management to recommend and implement changes aimed at enhancing productivity, reducing risk, and improving employee performance
  • Develop and execute departmental goals while contributing to the overall business plan
  • Enhance the client experience and support the Voice of the Customer program by understanding client priorities and identifying necessary actions
  • Other duties as required


Qualifications and Skills

  • A degree or diploma in a related field
  • 5+ years of experience in a mutual fund industry
  • 3+ years of leadership experience in the financial services industry
  • Excellent planning, preparation, and organizational skills
  • Strong communication skills, both verbal and written
  • Ability to manage multiple tasks and projects simultaneously in a fast-paced environment



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