Lead Securities Operations Specialist

2 days ago


Toronto, Ontario, Canada CI Financial Full time
Job Overview
Cash management is a critical function within any financial institution, ensuring seamless and efficient processing of transactions. We are seeking a seasoned professional to fill the role of Lead Securities Operations Specialist at CI Financial.

The ideal candidate will possess a deep understanding of securities settlement procedures and regulatory requirements in Canada (CNS) and Bahamas (BTB). They will lead our team in delivering exceptional service to clients by resolving inquiries related to trade settlements, corporate actions, and entitlements in a timely and accurate manner.

Key Responsibilities:
- Process and investigate issues related to corporate actions and entitlements
- Ensure all trades are settled within regulatory guidelines and timelines
- Collaborate with third-party software vendors for affirmation and settlement of trades

Requirements
- University degree in a related field
- Fluency in English (verbal and written)
- Proficiency in MS Office applications
- Canadian Securities Course certification an asset

About CI Financial
CI Financial is a global wealth management and asset management advisory services company that operates through diverse financial services firms. We prioritize innovation, agility, and client-centricity, creating a fast-paced environment where employees can tap into their highest potential. Our hybrid work arrangement allows for flexibility, requiring employees to be present in the office for a minimum of three days per week.

What We Offer
- Training reimbursement program
- Corporate discount program
- Commitment to diversity and inclusion, providing a fair and accessible employment experience

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