Financial Operations Specialist
1 week ago
**Financial Operations Associate**
We are seeking a highly organized and detail-oriented Financial Operations Associate to join our Finance team at AMP Limited. As a key member of our team, you will be responsible for ensuring the smooth operation of our financial processes and providing exceptional support to our advisors and clients.
Key Responsibilities:
- Enter and review advisor data, ensuring accuracy and completeness
- Resolve client debits and discrepancies, working closely with advisors to address any issues
- Provide timely and effective support to advisors and clients, responding to their inquiries and requests
- Reconcile account reports on a weekly basis, ensuring accuracy and consistency
- Assist with finance projects and initiatives, driving continuous improvement and process optimization
- Collaborate with cross-functional teams to support advisor requests and ensure seamless service delivery
Requirements:
- Post-secondary education in finance or a related field (an asset)
- Excellent time management, organization, and prioritization skills
- Proven attention to detail and accuracy
- Strong interpersonal and communication skills, with the ability to build effective relationships with advisors and clients
- Experience with Microsoft Office suite and Sharepoint (an asset)
- Experience with PureFees (considered an asset)
What We Offer:
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- A collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
- A commitment to your health and well-being
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