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Team Leader, Data Integrity Specialist

2 months ago

Toronto, Ontario, Canada Investia Financial Services Inc. Full time

About the Role:

As the Team Leader, Data Integrity Specialist, you will be responsible for the daily management of the team's workload, implementing operational excellence principles, eliminating blockers, and coordinating and mobilizing the team to align with the priorities and vision of Investia Financial Services Inc. Recognized for leadership and knowledge, the successful candidate will foster a collaborative and positive work environment for the success of the team.

Key Responsibilities:

  • Manage and monitor key performance indicators, prioritize tasks, and cross-train team members for efficiency to meet established service level agreements.
  • Create processes, standards, and metrics for tasks and work with staff to achieve agreed-upon metrics.
  • Identify areas for process improvement and implement solutions to optimize efficiency and productivity within the team using operational excellence methodology.
  • Oversee the employee onboarding and offboarding process.
  • Plan and supervise the training of new team members.
  • Coach employees, foster open communication within the team to share progress, issues, and changes, and encourage team participation and inclusion in changes and training.
  • Manage performance: set clear performance expectations for team members, monitor performance metrics, and provide feedback and coaching.
  • Effectively manage escalations, issues, and complaints as they arise, using each occasion as an opportunity to build closer ties and exceed expectations with stakeholders.
  • Lead the Daily Management System Meetings with the team.
  • Work closely with the Director on team management, metrics, efficiencies, and strategic objectives.
  • Lead and participate in special projects as needed.

Requirements:

  • College diploma or bachelor's degree in administration or a relevant discipline.
  • 5+ years of relevant experience in a financial services dealership.
  • Previous experience in supervising, directing, and mentoring staff.
  • Demonstrated leadership and strategic planning skills and ability to work in a team environment and promote team spirit to achieve departmental objectives.
  • Data management and analysis: proficient with Excel and able to comprehend technical data and communicate in simple terms.
  • Demonstrated ability to organize and prioritize work and the work of others.
  • Mandatory availability in the office during team meetings.
  • Advanced knowledge of French and English is required to communicate with external customers, regulatory bodies, vendors, and advisors across Canada on a daily basis.
  • Canada Investment Funds/CSC and/or Operations (IFIC) Course or greater.
  • Travel may be required.

Important Skills for Success in the Role:

  • Outstanding customer service
  • Management skills
  • Analytical skills
  • Sense of priorities
  • Excellent interpersonal skills
  • Proactive
  • Collaboration
  • Positive attitude
  • Ambassador of change
  • See, know, and act together posture