Operations Specialist
International Financial GroupToronto, Ontario30+ days ago
Salary
CA$20.00 hourly
Job descriptionA minimum of 1-2 years of experience in the mutual fund financial services or investment industry, or a dealer back office environment. Successful completion of Anti Money Laundering, Complaint Management, and PIPEDA courses provided by Manulife. Proficiency in Microsoft Office applications, particularly Word and Excel. Familiarity with Dataphile software is a plus.
Our client, a top 5 financial institution, is looking for a Operations Specialist for a 10-months contract to assist with Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association (MFDA).
This role is 1 day in office in Downtown Toronto
As a Operations Specialist your duties will include but not be limited to :
- Process routine daily transactions, including account opening and transfer requests, adhering to internal and external service level agreements.
- Monitor and update Know Your Client (KYC) information and account documentation in accordance with regulatory requirements.
- Collaborate with internal and external partners to address account-related issues and inquiries, escalating complex cases to appropriate team members.
- Maintain accurate transaction records and utilize tracking tools to report progress updates regularly.
Qualification :