Investment Operations Associate

4 weeks ago


Halifax, Nova Scotia, Canada MUFG Investor Services Full time

Job Summary

MUFG Investor Services is seeking a highly skilled and motivated Investment Operations Associate to join our team. As an Investment Operations Associate, you will be responsible for completing daily deliverables with quality, following company and department policies and procedures relating to investor registration, dealing, reporting, and cash.

Key Responsibilities

  • Complete daily tasks, processes, and deliverables with accuracy and quality.
  • Strive to complete deliverables within Service Level Agreements, escalating any client or deliverable issues where required and appropriate.
  • Respond to queries from clients, investors, fund managers, or internal MUFG departments following a high-quality standard.
  • Participate in regular team check-in meetings/calls, sharing information, ideas, and supporting colleagues in a positive team culture.
  • Support management in department initiatives, projects, and risk mitigation.
  • Support and promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients, Openness, and Honesty.

Qualifications

  • Diploma or Bachelor's degree in a business-related field preferred or relevant experience.
  • Experience in financial services, fund administration, asset management, banking, or client service.
  • Knowledge of Investor Services processes and related functionalities an asset.
  • Existing client/customer service experience ideal.
  • Computer skills with strengths in Microsoft Office products, proficiency with Microsoft Excel an asset.

What's in it for you?

MUFG Investor Services offers a vibrant culture, connected team, love of innovation, laser client focus, and next-level learning and development opportunities. We also offer hybrid working arrangements, allowing you to balance your work and personal life. If you're looking for a Brilliantly Different career, apply now and join our team.



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