Operations Associate
4 weeks ago
Join Global Reachâ€s
industry-leading Operations team
Global Reach is seeking an Operations Associate to join our branch Operations team. You will be responsible for assisting with operations functions for our branch in Toronto, including the processing of foreign exchange deals, international payments, and creation and maintenance of customer records. You are strongly self-motivated with the ability to function effectively in a fast-paced environment with a high attention to detail. As this role will be supporting business for our eastern branches, the working hours will be between 8:00am-5:00pm EST Monday through Friday.
Responsibilities
In this role, you could be found doing any—or all—of these things on any given day:
- Track sending and receiving of trade confirmations and authorizations
- Monitor foreign exchange deals to ensure settlement by the applicable value date
- Act as liaison between Canadian branch offices and head office for the purposes of facilitating the enrollment of new customers;
- Review new customer applications and accompanying framework agreements to ensure documentation has been executed in accordance with internal policies and procedures;
- Conduct basic Anti-Money Laundering (AML) and Counter Terrorist Financing (CTF) related Know-Your-Client (KYC) processes such as: cross-referencing customer information as collected from different sources; accessing corporate records from provincial or federal bodies;
- Post internal entries for the management of customer accounts
- Communicate with head office departments to resolve any issues
- Communicate with front line sales staff to ensure customer service standards are met
- Create templates for domestic and international payments
- Ensure accurate and timely processing of daily payments
- Manage documents in accordance with policies and procedures
- Ensure policies and procedures are being followed within the branch
- Answering and directing phone calls
- Other responsibilities as required
Qualifications & Requirements
- Post-secondary education, preferably in Finance, Business, or Administration, or an equivalent combination of education and work experience
- Previous experience within the banking/financial services industry an asset
- Experience with AML/CTF compliance in the financial industry an asset
- Excellent communication skills, both written and verbal
- Ability to function effectively in a fast-paced environment with a high attention to detail
Global Reach is a people business; we are invested in our relationships and our people who build them. We wonâ€t put you into an “our perfect candidate†box because we refuse to stunt our own growth. Ultimately, you will be a great fit if you are motivated to help others, interested in finance and businesses, confident, assertive, honest, driven, and self-aware. Please consider applying if you see yourself in this description – weâ€d love to see the other unique qualities and skills youâ€d bring to Global Reach.
What we offerWe pay a competitive base salary in addition to a great bonus scheme. All Canadian Global Reach employees receive a benefits package that includes vision, dental, life insurance, and extended health care, as well as paid vacation days and sick leave. Even better, our paid vacation days are above what's typical for Canadians. Thanks to the world of remote work, your location and schedule are reasonably flexible to allow for work-life balance or work-life integration (whichever you're striving for).
What happens after you apply?
If youâ€re interested in what this role has to offer, please submit your resume, including relevant experience and a cover letter. Weâ€ll reach out to candidates we feel would excel at Global Reach—only those selected for an interview will be contacted.
If chosen, expect an initial phone interview with our Manager, Branch Operations, who will further outline the interview and onboarding process. New hires can expect training to maximize their individual success. We take pride in helping to develop our people to be their best versions; as such, learning and professional development is a regular and ongoing process.
About Global Reach
Weâ€re a leading foreign exchange specialist, providing market insight, support, and strategic hedging to clients ranging from SMEs to FTSE 100 companies. We take a different perspective, supported by over 20 years of experience and a vast combination of talent, knowledge, and expertise, to fully understand our clients†foreign exchange requirements and offer proactive strategies that protect their margins, save them time, and reduce their cashflow uncertainty.
Global Reach Financial Solutions Inc. (‘Global Reach Canadaâ€) was established by Global Reach Group in 2020 with a well-tenured team—over 50 incredibly talented individuals experienced in the Canadian FX industry and in working with one another. Many on our team have over 25 years of individual industry experience, including our dealing staff who boast over 300 years of combined experience. The Global Reach Canada team is spread across the country to provide locally-based, one-on-one representation for our clients.
About our clients
Our clients represent a mix of mid-sized businesses from a wide span of
industries–like manufacturing, agriculture, energy, not-for-profit, and
transportation–where the common thread is use of international currencies. They
may sell products or services internationally, they may import goods, or they
may have operations that otherwise require exchanging and/or sending global
currencies cross-border. Regardless of their model, an unforeseen rise or fall
in exchange rates can seriously challenge their business. We help customers in
these situations reduce the likelihood of currency moves hurting their business
using our experience, knowledge of their unique business and of financial
markets, and various appropriate FX tools. Our business strives to make the complex
simple; to protect our clients†bottom lines while enabling them to capitalize
if markets move in their favour; to find ways to improve their experience or
take work off their plate. Our clients often see us as an extension of their
own finance team.
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