Operational Excellence Associate

1 week ago


Guelph, Ontario, Canada Skyline Group of Companies Full time
Job Summary

We are seeking a highly organized and detail-oriented individual to fill the role of Operational Excellence Associate - Investment Support. This position is responsible for providing exceptional client service support and accurate database management for investment-related paperwork and data requirements.

Key Responsibilities
  • Trade Management: Ensure all trade details are accounted for and correct before entering the purchase into the system.
  • Account Updates: Communicate with accounting on all relevant transactions and manage account changes in a timely manner.
  • Support to Relationship Managers: Assist in managing the ongoing workflow of investment-related paperwork and correspondence with registered plan trustee regarding registered accounts and required paperwork.
  • Trade Reviews: Perform trade reviews, as required by the business, for all investment trade periods.
  • Record Maintenance: Assist with maintaining and balancing records across both the Fundserv platform and Skyline records on Financial Sales Cloud.
Requirements
  • Administrative Expertise: Possess a strong grasp of database management and attention to detail.
  • Customer Focus: Demonstrate a customer-focused mindset and excellent communication skills.
  • Financial Acumen: Enjoy reading and accurately interpreting financial documents and possess the ability to write routine reports and correspondence.
  • Multitasking: Ability to multitask while managing multiple projects effectively and handling tight deadlines.
  • Confidentiality and Integrity: Maintain a strong sense of confidentiality and integrity.
Preferred Qualifications
  • Experience: Minimum three (3) years' experience in financial services customer service and administrative support.
  • Certifications: Completion of Investment Funds Institute of Canada (IFIC) or Canadian Securities Course (CSC) would be considered an asset.
What We Offer
  • Competitive Salary: $60,000 - $80,000 per year based on location and experience.
  • Benefits: Comprehensive benefits package, RSP match program, paid volunteer day, on-going training, growth potential, and a supportive workplace culture that empowers staff to build vibrant communities.


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