Operational Specialist Associate

2 weeks ago

Montréal, Canada Connor, Clark & Lunn Financial Group Full time

**Operational Specialist Associate**

**Connor, Clark & Lunn Private Capital Ltd.**

**Montreal**

We are looking for the next
**Operational Specialist Associate **to join our firm. In this role, you will be a member of a collaborative and operations focused team requiring exceptional communication skills, proficiency with technology and high attention to detail. Through a combination of time-management abilities, strong administrative background, and interest in the investment management industry you will collaborate with client service and back-office teams to ensure fast and accurate client administration, effective process execution and seamless onboarding experience.

This functional team consists of three areas cross trained to provide a solid learning foundation of our industry while providing the highest quality of output aiming to exceed established SLA’s.

The functional areas include:

- Client Onboarding and Compliance
- Transfers and Transactions
- Client Administration

**What You Will Do**:

- Understand the platform of investment products, services, and regulatory requirements
- Contribute to current and future process and technology development
- Prepare client documentation, open new accounts, and facilitate transferring of assets from delivering institutions
- Ensure all client documentation meets regulatory and compliance requirements
- Work in various software environments to enter and maintain data integrity and organize client documentation
- Execute specific transactional requests and coordinate cash settlements as needed
- Reconcile in-cash and in-kind transfers, validating that all assets have successfully transferred in
- Ensure consistent and accurate entry of client information into our CRM database
- Actively engage in ongoing learning and development to continuously improve skills and knowledge
- Provide administrative support and back up as required

**What You Bring**:

- Undergraduate degree or equivalent work experience, preferably in a related field
- Exceptional attention to detail and accuracy
- Excellent written and verbal communication skills (English and/or French)
- Strong administration skills, forward thinking in process development with confidence to adapt to change as necessary
- Strong organizational and time-management skills with an ability to multi-task
- Experienced working independently as well as in partnership with other team members
- Good judgment coupled with the ability to set clear expectations and make sound decisions
- Advanced user of Microsoft office, specifically Excel
- Previous Salesforce experience is considered an asset
- Understanding of private client service and investment management practice is an asset

**About Connor, Clark & Lunn Financial Group**

Connor, Clark & Lunn Financial Group Ltd. (“CCLFG”) provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors. Our business comprises of eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes single-strategy investments to individual investors. CCLFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management. We have grown from $29 billion in assets and 200 people in 2008 to approximately $96 billion in assets and close to 700 employees today. This has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people.

This is best achieved by:

- **A High-Quality Environment**: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
- **An Opportunity to Succeed**: To do work that has value and which presents the opportunity for professional growth and development.
- **Recognition and Reward**: To recognize each person’s contribution and to align compensation with contribution.
- CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age._

**No telephone calls or recruitment agencies will be accepted.

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