Investment Operations Specialist
1 month ago
TEKsystems is seeking an experienced Investment Operations Specialist to join their team in Toronto, ON. This role will require working on-site 1x time per month in the Toronto office and the rest will be work from home.
About the RoleThis is a 6-month contract position with the opportunity for extension or conversion to permanent. The successful candidate will be responsible for providing end-to-end support for clients' mutual funds, ETFs, segregated funds, term investments, and savings products.
Key Responsibilities- Gather and format data into regular and ad-hoc reports, and dashboards.
- Support change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- May function as a problem-solving resource for more junior staff.
- Organize work information to ensure accuracy and completeness.
- Execute routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
- Provide accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
- Provide accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
- Follow documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
- Check and reconcile information and documentation to ensure accuracy and completeness.
- Analyze data and information to provide insights and recommendations.
- Identify and analyze issues and problems and resolve in a timely manner or escalate as required.
- Communicate and collaborate with internal and external stakeholders to deliver on business objectives.
- Develop and maintain effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
- Develop and maintain an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
- Collaborate in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.
- Support the development of tools and delivery of training focused on delivering business results.
- Complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyze issues and determine next steps.
- Broader work or accountabilities may be assigned as needed.
- Top 5 Banking Operations Experience or Financial Services Operations Experience (Ideally wealth management/ investments in a back office environment)
- MS Office proficiency (Excel, Word, PPT, teams)
Working hours: shift from team - team. Anywhere between 8am-6pm. hour shift.
Duration: 6 month contract to start with opportunity of extension OR conversion to permanent
TEKsystems is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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