Intermediate Representative, Client Processing

7 months ago


Toronto, Canada BNY Mellon Full time

Overview
Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Intermediate Representative to join our Client Processing team. This role is located in Toronto, ON - HYBRID

**In this role, you’ll make an impact in the following ways**:
Collect and distribute incoming packages to team members
Analyze and track electronically the status until completion of each document.
Scan, save and file client documents as required
Ensure that you obtain training/remain current with all new system enhancements or procedural changes due to market changes/internal changes
Assist the teams with uploading information to the tracker on a bulk basis
Mail out documentation to Client, BNY Mellon sub custodian and track status of each package sent; confirm receipt
Complete client documentation as required
Prepare Cheque requisitions and perform cheque reconciliations
Research, compile and send out documents to various offices for legalization; follow up on packages
Facilitate internal audits within the teams

**To be successful in this role, we’re seeking the following**:
Community College degree
1-3 years progressive experience
Canadian Securities Course an asset

**Strong PC skills**: Excel, Word, PowerPoint etc.
Organized, detail oriented, analytical
Ability to multi-task and meet deadlines
At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:
Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg’s Gender Equality Index (GEI)

**Best Places to Work for Disability Inclusion, Disability**: IN - 100% score
100 Best Workplaces for Innovators, Fast Company
Human Rights Campaign Foundation, 100% score Corporate Equality Index
CDP’s Climate Change ‘A List’

**Our Benefits**:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

**Employer Description**:



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