Financial Support Specialist

2 weeks ago


Toronto, Ontario, Canada Intelliswift Software Inc Full time
Job Summary

We are seeking an experienced Financial Support Specialist to join our team at Intelliswift Software Inc. The successful candidate will provide end-to-end support for client's mutual funds, ETFs, segregated funds, term investments, and savings products.

Key Responsibilities
  • Operational Support: Delivers operational processes and after-sales support to personal wealth and asset management businesses.
  • Vendor Liaison: Liaises between vendors and investment advisors to ensure seamless communication and effective support.
  • Data Analysis: Analyses data for day-to-day price variance reports and develops analytical solutions for client reporting.
  • Transaction Processing: Provides accurate and timely transaction processing, ensuring compliance with regulatory and risk controls.
Required Skills and Qualifications
  • Vendor Knowledge: Knowledge of vendor sources like Bloomberg, Eikon, and Fundserv is essential for this role.
  • Capital Market Products: Experience with capital market products, including Equities, Derivatives, and Fixed income securities.
  • Technical Skills: Intermediate to advanced Excel functionality and ability to learn new systems quickly.
Salary and Benefits

The estimated salary for this role is $65,000 - $85,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including health insurance, retirement plan, and paid time off.



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