Financial Operations Coordinator

2 weeks ago


Montreal, Quebec, Canada Transgate Global Careers Full time
Job Description:

Transgate Global Careers is seeking a skilled Financial Operations Coordinator to join our Montreal team. This role is an excellent opportunity for a motivated individual to grow within a collaborative, fast-paced investment management firm.

Key Responsibilities:
  • Portfolio Operations & Securities Reconciliation
  • Assist in securities reconciliation and data management by analyzing process flows, identifying areas for improvement, and implementing efficient solutions.
  • Support portfolio accounting and reporting functions by ensuring accurate maintenance of securities holdings and investor data.
  • Participate in the design and implementation of automated processes for portfolio and reporting.
  • Collaborate with system vendors and third parties to resolve issues, develop bespoke client solutions, and define project specifications.
  • Complete investor questionnaires using internal FAQ documents and ensure all necessary details are updated in system setups.
  • Backup Trading Operations
  • Communicate trade details to custodians and provide trade and commission reports to the portfolio management team.
  • Process FX transactions, manage cash balances, and handle trade settlements by running end-of-day batch files and managing trade updates in PMA.
  • Facilitate onboarding of new client accounts and broker-dealers, ensuring all necessary details and settlement instructions are updated in system setups.
Benefits:
  • A competitive salary range of $60,000 - $80,000 per annum, based on experience.
  • An exciting opportunity to work in a dynamic, multi-tasking environment with a chance to grow professionally.
  • The chance to work with a global equities investment management firm and contribute to the success of the company.


  • Montreal, Quebec, Canada Mackenzie Financial Corporation Full time

    About Mackenzie Financial CorporationMackenzie Financial Corporation is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial...


  • Montreal, Quebec, Canada Fed Finance Full time

    Job OverviewFed Finance is a reputable recruitment agency specializing in accounting and finance placements. Our consultants possess in-depth knowledge of the industry and are committed to supporting candidates throughout their job search.We are seeking an experienced Financial Operations Coordinator to join our team. This role offers the opportunity to...


  • Montreal, Quebec, Canada Randstad Full time

    Job Summary:">">We are seeking a highly skilled Financial Operations Coordinator to join our team in downtown Montreal.">The ideal candidate will have experience in accounting and be proficient in managing financial transactions, payroll, and other related tasks.">">About the Role:">This is an excellent opportunity for a motivated individual who is looking...


  • Montreal, Quebec, Canada HALEO CLINIC Full time

    About HALEO CLINICWe are a leading provider of digital insomnia treatments, transforming in-clinic solutions into clinically effective and engaging experiences.Our team is dedicated to improving the lives of our clients, and we're looking for a skilled Financial Operations Coordinator to join us.


  • Montreal, Quebec, Canada DART Aerospace Full time

    Role OverviewWe are seeking a detail-oriented and organized Financial Operations Coordinator to join our finance team. This dual role involves assisting with processing invoices, payments, and receipts, ensuring accurate and timely financial transactions.Key ResponsibilitiesAs a Financial Operations Coordinator, you will:Validate vendor banking information...


  • Montreal, Quebec, Canada Mackenzie Financial Corporation Full time

    About Mackenzie Financial CorporationMackenzie Financial Corporation is a leading diversified wealth and asset management company in Canada. We offer a range of financial planning and investment management services to help individuals meet their financial goals.Company OverviewWe are a Canadian leader with approximately $271 billion in total assets under...


  • Montreal, Quebec, Canada Transgate Global Careers Full time

    Transgate Global Careers seeks a motivated Financial Operations Coordinator to support the securities holdings books, records, and investor services systems.About This RoleThis is a fantastic opportunity for an individual seeking to grow within a collaborative, fast-paced investment management firm. Reporting directly to partners, the successful candidate...


  • Montreal, Quebec, Canada Randstad Full time

    As a key member of our team at Randstad, you will play a crucial role in the financial management of our client. Reporting directly to the Executive Director of Finance and Strategy, you will be responsible for participating in the company's financial and accounting operations.Salary: The estimated salary range for this position is $60,000 - $75,000,...


  • Montreal, Quebec, Canada Randstad Full time

    Job Title: Financial Operations Coordinator – Law FirmLocation: Downtown MontrealWork Schedule: 35 hours/week, hybrid model (3 days in the office)We are seeking a professional, dynamic, and motivated individual to contribute to the success of our brand-new law firm. The ideal candidate will have strong analytical skills and attention to detail, with...


  • Montreal, Quebec, Canada Crédit Agricole Group Full time

    About UsCrédit Agricole Group is a leading financial institution dedicated to providing innovative solutions for our clients.Job Description:We are seeking an experienced Financial Project Coordinator to join our Finance Division in New York. The ideal candidate will have excellent project management skills and experience with financial applications,...


  • Montreal, Quebec, Canada Ceragres Full time

    Céragrès Financial Operations Manager OpportunityLocation: Montreal, CanadaWe are seeking a seasoned financial professional to join our team as a Financial Operations Manager. As a key member of our finance department, you will play a critical role in overseeing the company's profitability, growth, and technological innovation.About the Role:Financial...


  • Montreal, Quebec, Canada Randstad Full time

    Are you an experienced invoicing professional looking for a new challenge? Do you have a passion for precision and a knack for numbers? If so, we may have the perfect role for you. As a Financial Transaction Coordinator with our client in Downtown Montreal, you will play a crucial part in ensuring seamless financial operations. About the Role:This permanent...


  • Montreal, Quebec, Canada Randstad Full time

    We are seeking an experienced Financial Operations Specialist to join our team at Randstad. This role offers a unique opportunity to contribute significantly to the financial operations of our clients.About the Role:This position reports directly to the Supervisor of Billing and Collections, playing a key role in the company's ongoing evolution and...


  • Montreal, Quebec, Canada GCM Enviro Synergies Full time

    About GCM Enviro Synergies">We are a leading engineering firm that has been helping customers across various industries with engineering, operations, and maintenance since 1994. We are constantly on the lookout for new projects that push the boundaries of creativity.">Job Summary">We are seeking an experienced Financial Operations Specialist to assist our...


  • Montreal, Quebec, Canada Crédit Agricole Group Full time

    Crédit Agricole Group is a leading financial institution with a rich history of innovation and customer-centric approach.About the RoleWe are seeking a highly skilled Financial Analyst Coordinator to join our team in New York. The ideal candidate will have a strong background in finance, excellent analytical skills, and experience working with Oracle...


  • Montreal, Quebec, Canada TD Full time

    About TDValeurs Mobilières TD is a leading provider of financial products and services to clients around the world. With over 6,500 professionals in 40 cities globally, we help our clients meet their current needs and prepare for the future.Job DescriptionWe are seeking a highly skilled Financial Operations Analyst to join our team. As a Financial...


  • Montreal, Quebec, Canada National Bank Full time

    As a Financial Services Coordinator at National Bank, you will play a key role in supporting our Private Banking 1859 sector. This dynamic team is dedicated to delivering exceptional services to discerning high-net-worth clients across Canada and internationally.About the RoleThis exciting opportunity offers a comprehensive range of financial services to...


  • Montreal, Quebec, Canada Fed Finance Full time

    Company OverviewFed Finance is a leading recruitment agency specializing in accounting and finance positions, founded in 2001. Our consultants are finance experts who understand the importance of clear communication.Job DescriptionWe are seeking an experienced Senior Financial Operations Manager to join our team. As a key member of our organization, you will...


  • Montreal, Quebec, Canada GCM Enviro Synergies Full time

    Job OverviewGCM Enviro Synergies, a leading engineering firm with over two decades of experience in various industries, is seeking an experienced Financial Operations Manager to join our team. As a key member of the finance department, you will play a vital role in ensuring the smooth operation of our accounting and administrative processes.Job...

  • Business Analyst

    4 weeks ago


    Montreal, Quebec, Canada Crédit Agricole Group Full time

    We are seeking a skilled Business Analyst to join our Finance Division in New York. As a key member of the team, you will be responsible for providing support and representation to finance users in projects.About the RoleThis is an exciting opportunity to work with a global financial institution and contribute to the success of our Finance Division. The...