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Operations Co-ordinator

4 months ago

London, Canada Mary Keetch Financial Services Group Full time

**Operations Co-Ordinator - Full Time**

**9 am to 4:30 pm ½ hour lunch. Monday through Friday.**

**Mary Keetch Financial Services Group - London, ON**

Due to the success of the current team member and anticipating their promotion, this position is open. We are building a dynamic and resilient team. One that works collaboratively on a shared goal - “Excellent Client Experience”. Each team member works in their area of expertise yet looks out for each other and are willing to step up to share their knowledge and experience should another team member need support. The owner of the business is directly involved with the team and supports team training and is a resource. We ask that you feel comfortable in asking for what you need from the team if it isn’t apparent.

To join our team, you must be:

- **Independent**

You are poised, resilient, self-sufficient, comfortable with ambiguity, and adept at prioritizing multiple tasks.
- **Vibrant and Passionate**

Your energy inspires confidence in clients. You are driven to succeed and improve the client experience.
- **Analytical**

You are a problem-solver who gathers the facts before making decisions. You develop sound processes and systems that assist the Team.
- **Accepting and Principled**

You embrace our differences and celebrate clients’ unique experiences and cultures. You are principled and act with the utmost diligence to protect the relationship with clients and the integrity of the firm.
- **Interpersonal Relations and Respect**

Commit to providing superior customer service by interacting in a courteous, professional, and respectful manner. Duties of the position and the confidentiality of the information available to the person are critical to the successful operation of Mary Keetch Financial Services Group. Acknowledgement and acceptance of the responsibility, that the person in this position must adhere to strict confidentiality in all work assignment or interactions.

**Responsibilities**:

- Building and maintaining rapport with clients to enhance the relationship and support the company vision.
- Creating and delivering professional client and stakeholder communications products, in person or writing. Including updating Excel TFSA Calculations and updating summaries with various products.
- Investigating and resolving client and stakeholder inquiries.
- Monitoring and adhering to all applicable financial industry compliance, privacy, and security regulations.
- Maintaining and improving documented procedures related to our financial and business processes.
- Prepare and process client trades, transactions, and other related industry activities.
- Reports directly to the Analyst Co-ordinator.

**Education/Skills**
- 2 years relevant work experience or post-Secondary certificate in Business or Administration.
- Strong in follow up, detail oriented.
- Ability to diplomatically engage third-party financial institutions administrators to expedite incoming transfers.
- Good working knowledge of Excel, Outlook and other Microsoft based programs.
- Experience in Univeris and Maximizer preferred.
- Ability to articulate numbers-based workflow
- Excellent grasp on the English language (verbally & written)
- Ability to work in a Team environment.
- Be curious and committed to lifelong learning

**Wages and Benefits**:

- We believe in a fair day’s work for a fair days pay. Wage to be determined by qualifications and experience.
- Health Care Savings Account
- Generous bonus program
- Charitable Giving Program
- RRSP Match
- Free parking

Mary Keetch Financial Services Group is an inclusive and equal opportunity employer. If you require a disability-related accommodation to participate in the recruitment process, please advise. We will accommodate your needs under the Human Rights Code.

If this position sounds like a place where you would like to spend your workdays, we ask that you submit your resume by July 12, 2023 by 6:00 p.m.

**Salary**: From $20.00 per hour

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off
- RRSP match

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- London, ON N5Y 2V7: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (required)

**Experience**:

- Mutual Fund Processing: 2 years (preferred)
- Administrative experience: 2 years (preferred)

**Language**:

- English (required)

Shift availability:

- Day Shift (preferred)

Work Location: In person

Application deadline: 2023-07-12
Expected start date: 2023-09-01