Bilingual operations Aassociate

1 week ago

Bedford, Nova Scotia, Canada Collabera Full time $40,000 - $60,000 per year

THE LOCATION IS BEDFORD , NS - Onsite

Daily Responsibilities:

Describe a typical 'day in the life'

Key responsibilities – highlighted

  • Pre-screen, prepare and input all financial and various non-financial transactions by standard cut off times. Includes but is not limited to: account set-up; address changes, investor changes, redemptions, purchases, switches, non-complex NIGOs, direct trade and wire order placement and settlement.
  • Monitor and clear Workflow/Capture items within Service Level Agreements (SLA).
  • Apply all quality control procedures.
  • Reconciliation and settlement of daily trades.
  • Daily deposits and cheque processes.
  • Message all accounts where unusual actions have occurred.
  • Audit transactions, question procedures, suggest improvements to processes, and give accurate feedback to team members to help reduce errors and ensure a high accuracy rate.
  • Communicate effectively with both internal and external client groups.
  • Work with Manager to update Desk Operating Procedures and other tasks as assigned.
  • Strong technical and analytical skills in running/debugging various applications and macros.

Purpose:

  • Ensures that all work assigned to them is completed accurately, on target, and within regulatory standards.
  • Assists other Investor Services departments/teams in the resolution of Client issues in order to maximize Client experience.

What program/technology/software knowledge is essential for this role?

Describe in what capacity the selected candidate will be using it:

  • Strong understanding of the Mutual Fund and Segregated Fund administration and the Dealer network.
  • Expertise in Unitrax Recordkeeping System.
  • Working knowledge of FundSERV.

Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:

Dealbreakers (i.e., education/type of degree? Certifications? Years of experience etc.):

  • Bilingual, French and English.
  • At least 2+ years of financial service or mutual funds administration experience.
  • Ability to work long hours, especially around peak season (RRSP), month-end, and year-end to support the team. High-stress, demanding work environment.
  • Computer Literacy – Intermediate (Microsoft Office Suite – Excel).
  • Sound technical and analytical skills in running/debugging various applications and macros including MS Office.
  • Communicate effectively with both internal and external client groups.

Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:

  • Good working knowledge/experience in the financial services industry, specifically in Mutual Fund and Segregated Funds administration.
  • Sound knowledge of Mutual Fund and Segregated Fund taxation and compliance/regulation – including Registered Products.
  • Proven track record in leading initiatives, managing cross-functional relationships.
  • Completion of IFIC Mutual Funds Operations Course.
  • Unitrax Recordkeeping System knowledge.
  • FundSERV knowledge.

Soft Skills:

  • Accuracy and attention to detail are of utmost importance.
  • Quick learner and desire to take on additional tasks.
  • Strong customer service skills.
  • Dedication to accuracy/quality.
  • Ability to multitask own work with support of team.
  • Demonstrates initiative.
  • Team player.
  • Client focused.
  • Highly organized.
  • Results oriented.
  • Strong verbal and written communication.

Languages:

Please describe the level of proficiency required for each language (i.e., written, verbal, etc.):

  • English: Fully proficient.
  • French: Fully proficient.

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