Operational Excellence Associate
1 week ago
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.
- 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.
- 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.
- 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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