Operations Associate

6 days ago


Toronto, Canada Global Reach Financial Solutions Full time

**Operations Associate**

Join Global Reach’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;
- 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

**What we offer**

We 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 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**

We’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 Canada’) 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


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