Financial Services Professional
1 month ago
We are seeking a highly skilled and detail-oriented Financial Services Professional to join our team. As a Mutual Fund Administrator, you will be responsible for ensuring the accuracy and timeliness of financial transactions, as well as providing exceptional client service.
Key Responsibilities- Pre-screen, prepare, and input financial and non-financial transactions by standard cut-off times.
- Monitor and clear Workflow/Capture items within Service Level Agreements (SLA).
- Apply quality control procedures to ensure accuracy and compliance.
- Reconcile and settle daily trades, and process daily deposits and cheques.
- Communicate effectively with internal and external client groups.
- Work with Manager to update Desk Operating Procedures and other tasks as assigned.
- Experience within Shareholder Services or similar multi-client mutual fund administration environment.
- Good working knowledge/experience in the financial services industry, specifically in Mutual fund and Segregated Funds administration.
- Sound knowledge of Mutual Fund and Segregated Fund taxation and compliance/regulation – including Registered Products.
- Demonstrated ability to work successfully in a fast-paced, high-stress environment.
- Strong customer service skills and computer literacy.
- Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate.
- Working with an exciting, close-knit, supportive & dynamic group.
- Opportunity to collaborate with other business segments within the bank.
- A comprehensive Total Rewards Program including bonuses and flexible benefits.
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe are seeking a skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial services. Key responsibilities include:Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for...
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key Responsibilities:Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop...
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Title: Account ManagerWe are seeking a highly skilled and experienced Account Manager to join our team at OTT Financial Inc.Job SummaryThe Account Manager will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning:...
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Financial Services Professional
3 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in finance and be able to provide expert advice to clients on their financial goals and objectives.The successful candidate will have a Bachelor's degree and at least 1 year to less than 2 years of...
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Financial Services Professional
3 weeks ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeWe are seeking a highly skilled Financial Services Professional to join our team at OTT Financial Inc. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial records to develop...
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Senior Financial Services Professional
4 weeks ago
Old Toronto, Ontario, Canada Momentum Financial Services Group Full timeMomentum Financial Services Group is a leading provider of financial services in North America. For over four decades, we've been committed to delivering financial solutions that meet the evolving needs of consumers and business owners. Our retail network of over 400 locations, known as Moneymart, offers a wide range of financial products and services to...
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Financial Services Assistant Professional
2 days ago
Toronto, Ontario, Canada Jaiswal Financial Services Inc Full timeJob OverviewJaiswal Financial Services Inc is seeking a highly organized and detail-oriented Administrative Assistant to join our team. This role involves providing administrative support, managing budgets, and ensuring seamless day-to-day operations.About the RoleThis permanent position offers a competitive salary of $45,000 - $60,000 per year, depending on...
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Financial Services Professional
3 weeks ago
Toronto, Ontario, Canada IA Financial Group Full timeJob SummaryThe Financial Services Professional will be responsible for providing exceptional service to clients and growing branch assets. This role requires a highly motivated individual with excellent communication skills and a strong understanding of financial instruments.Key ResponsibilitiesBuilding a book of clients through service and salesDeveloping...
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Financial Services Professional
1 week ago
Toronto, Ontario, Canada OTT Financial Inc. Full timeJob Title: Account ManagerAbout the Role: We are seeking a highly skilled Account Manager to join our team at OTT Financial Inc. In this role, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Develop financial plans that cater...
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Financial Services Professional
1 month ago
Old Toronto, Ontario, Canada MUFG Investor Services Full timeFinancial Services Professional OpportunityAs a key member of our team at MUFG Investor Services, you will have the opportunity to work with over 480 global investment firms, providing administration, asset services, banking, and fund financing. Our dynamic and fast-growing company is looking for a skilled professional to join our team in Financial...
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Financial Services Professional
2 weeks ago
Toronto, Ontario, Canada MUFG Investor Services Full timeAbout the Role:This position reports to the Associate Director of Client Operations. It is an opportunity to work with a dynamic company in Financial Services.Your Responsibilities:Provide full range of fund accounting services to private equity clients, including NAV preparation, booking accruals, security pricing, cash and security position...
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Financial Services Professional
3 weeks ago
Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full timeUnlock Your Potential as a Financial Services ProfessionalAt Desjardins Financial Security Independent Network - Rexdale #278, we're seeking a highly motivated individual to join our team as a Financial Advisor/Broker. As a key player in our network, you'll provide sound financial advice to clients, helping them protect and grow their wealth.Key...
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Financial Services Professional
4 weeks ago
Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full timeUnlock Your Potential as a Financial Services ProfessionalAt Desjardins Financial Security Independent Network - Rexdale #278, we are a leading provider of insurance and investment solutions in Canada. We are seeking a highly motivated and results-driven individual to join our team as a Financial Advisor/Broker.As a Financial Advisor, you will be responsible...
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Financial Services Professional
3 weeks ago
Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeAt DUCA Financial Services Credit Union Ltd., we're looking for two Full-time Member Connect Representatives to join our growing team. This role offers a unique opportunity to make a difference in the lives of our Members, providing exceptional customer service and helping them achieve their financial goals.As a Member Connect Representative, you'll be the...
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Senior Financial Services Manager
4 weeks ago
Toronto, Ontario, Canada Momentum Financial Services Group Full timeAbout Momentum Financial Services GroupMomentum Financial Services Group is a leading provider of financial services in North America. With over 40 years of experience, we have established ourselves as a trusted partner for consumers and business owners seeking financial solutions.Our MissionWe are committed to delivering financial solutions that meet the...
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Senior Financial Services Manager
4 weeks ago
Toronto, Ontario, Canada Momentum Financial Services Group Full timeAbout Momentum Financial Services GroupMomentum Financial Services Group is a leading provider of financial services in North America. With over 40 years of experience, we have established ourselves as a trusted partner for consumers and business owners seeking financial solutions.Our MissionWe are committed to delivering financial solutions that meet the...
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Financial Services Coordinator
17 hours ago
Toronto, Ontario, Canada ORION Financial Services Full timeJob DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.
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Financial Accounting Professional
4 days ago
Toronto, Ontario, Canada MAYURAN THARMABALAN PROFESSIONAL CORPORATION Full timeJob SummaryWe are seeking a highly skilled Financial Accounting Professional to join our team at MAYURAN THARMABALAN PROFESSIONAL CORPORATION. This role will involve preparing and maintaining accurate financial records, managing accounts, and providing timely financial reporting.
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Financial Services Coordinator
3 weeks ago
Toronto, Ontario, Canada Jaiswal Financial Services Inc Full timeWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Jaiswal Financial Services Inc. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial services team.Key Responsibilities:Plan and control budget and expenditures to ensure efficient use of...
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Senior Financial Services Professional
18 hours ago
Toronto, Ontario, Canada TY PEAK TAX SERVICES INC. Full timeJob SummaryWe are seeking a skilled Senior Financial Services Professional to join our team at TY PEAK TAX SERVICES INC. As a key member of our organization, you will be responsible for providing expert financial guidance and support to our clients.About the RoleThis is a permanent position offering a competitive salary of $**60,000 - $80,000 per year**,...