Operations Analyst
5 months ago
iAPWUS/ Finance/Permanent, full time/Hybrid/Montreal or Toronto _
Are you the kind of person who exudes motivation and self-drive? Are you great with advisors and clients? If so, iA Private Wealth USA Inc. is looking for an Operations Analyst just like you We are a new wealth management division within the iA Financial Group, and we're operating like a start-up. As a small team, we all know how to roll up our sleeves and get the job done. Your primary role will be to provide operational support to our advisors as they join the US RIA. Working closely with senior leadership, you will have the chance to explore a unique and different space in US Wealth Management. If you're up for the challenge, we can't wait to have you on board
**Key Accountabilities**
- Liaise with Pershing Advisor Solutions service team (our back-office custodian) to resolve issues, satisfy inquiries from clients and advisors and escalate service requests, as needed.
- Act as the first point of contact for iAPW US advisor teams for general operational inquiries.
- Keep management team apprised of issues with any operational processes that may delay a client or advisor request.
- Facilitate the onboarding of new Advisors to the US RIA platform
- Document and share with management team any issues that the employee feels could be resolved by educating advisor teams. This could take the form of a bulletin, memo or a training call. An example of this could be education on account opening documents and satisfying Pershing requirements for non-residents.
- Subscribe to all bulletins and notification through NetX360. Share any educational bulletins (training, form changes, process changes, etc.) with management team and coordinate memos and bulletins to be shared with our advisor teams.
- Assist management team in developing and creating training videos and training communications, as needed.
- Provide content and act as a presenter during “Office Hours” sessions.
- Provide content and participate (as requested) during iAPW US dealer calls for advisor teams.
- Monitor trends in advisor activity as it relates to requests in NetX360 and share recommendations with management team (such as ongoing errors when creating requests, abandoned document packages, missing documentation, etc.).
- Excellent French and English language skills, both oral and written, due to frequent interaction with English and French-speaking partners accross Canada and USA.
- Superior communication skills, both written and verbal
- Strong technology skills with excel, power point, adobe, ChatGPT, web based research
- Has excellent time and capacity management skills
- Results oriented and demonstrates accountability and ownership
- Knowledge of general operational processes (as it relates to an RIA) an asset
- Knowledge of an RIA and how it operates an asset
- Excellent judgment, problem solving and critical thinking
- Possesses initiative; a self-starter with a history of strong performance
- Exceptional prioritization and time management skills
- Strong ability to manage initiatives and to complete projects in a timely manner
- Strong interpersonal skills with ability to form strong working relationships
- Experience working with executive leadership an asset
- Can handle multiple complex projects simultaneously
- Calm under pressure
- Robust presentation, documentation and analysis experience
- Works well with team and as a sole contributor
- Superior problem solving and critical thinking
**Company Overview**:
**About**:
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
**Our commitment to Diversity and Inclusion**:
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.
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