Junior Operations Analyst to perform research and administration of financial and non financial transactions for our Major Insurance Client -9279
Job Type: Contract
Positions to fill: 1
Start Date: May 31, 2022
Job End Date: May 30, 2023
Pay Rate: Hourly: Negotiable
Job ID: 119090
Location: Toronto
Junior Operations Analyst to perform research and administration of financial and non financial transactions for our Major Insurance Client -9279
Location: WFH and some times in office as required (Oakville)
Hours: 37.5
Duration: 05/31/2022 to 05/30/2023
Description
The Operations Specialist is responsible for research and administration of routine and complex financial and non-financial transactions using all applicable systems for Our Insurance Client's Securities clients and/or Advisors while providing superior quality, meeting all published service levels, within a client centric service model.
Key Responsibilities
• Process routine daily transactions such as processing account opening or transfer requests received electronically or by way of paperwork; ensuring daily service levels are met with internal and external partners;
• Follow-up on issues as necessary or as directed; investigate into special complex transactions or other tasks as assigned, to a successful conclusion
• Address account opening or transfer related issues as it relates to any internal process related to the new or updated account, or incoming transfer request. Reporting into Team Leader, Supervisor or Manager on any escalated inquiries that are brought forward for resolution;
• Performing quality control or communicating on complex administrative cases with the Advisor or Assistant directly as needed
• Using Dataphile tracking, or any other tracking tools, maintaining and reporting progress updates regularly to the team;
• Maintains accurate records of transactions in order to interact effectively with clients;
• Identifies and or updates internal or external reference guides as necessary
• Identifies and solves most basic and complex problems based on an understanding of the customer's needs, using investigation and established processes, procedures or guidelines;
• Responsible for recognizing the need to redirect more complex problems or escalate potential patterns to senior team members;
• Participates in special projects/assignments; perform other duties as required.
Must Haves:
• 2 years’ experience in the mutual fund financial services or investment industry, or at least 2 year’s experience in a dealer back office
• Demonstrated proficiency in MS Office (Word, Excel) skills;
Nice to Have:
• Successful completion of IFIC Operations Course is an asset.
• CSC/CPH/IFIC Sales or IFIC Operations preferred
• Experience in Dataphile is an asset;
Location: WFH and some times in office as required (Oakville)
Hours: 37.5
Duration: 05/31/2022 to 05/30/2023
Description
The Operations Specialist is responsible for research and administration of routine and complex financial and non-financial transactions using all applicable systems for Our Insurance Client's Securities clients and/or Advisors while providing superior quality, meeting all published service levels, within a client centric service model.
Key Responsibilities
• Process routine daily transactions such as processing account opening or transfer requests received electronically or by way of paperwork; ensuring daily service levels are met with internal and external partners;
• Follow-up on issues as necessary or as directed; investigate into special complex transactions or other tasks as assigned, to a successful conclusion
• Address account opening or transfer related issues as it relates to any internal process related to the new or updated account, or incoming transfer request. Reporting into Team Leader, Supervisor or Manager on any escalated inquiries that are brought forward for resolution;
• Performing quality control or communicating on complex administrative cases with the Advisor or Assistant directly as needed
• Using Dataphile tracking, or any other tracking tools, maintaining and reporting progress updates regularly to the team;
• Maintains accurate records of transactions in order to interact effectively with clients;
• Identifies and or updates internal or external reference guides as necessary
• Identifies and solves most basic and complex problems based on an understanding of the customer's needs, using investigation and established processes, procedures or guidelines;
• Responsible for recognizing the need to redirect more complex problems or escalate potential patterns to senior team members;
• Participates in special projects/assignments; perform other duties as required.
Must Haves:
• 2 years’ experience in the mutual fund financial services or investment industry, or at least 2 year’s experience in a dealer back office
• Demonstrated proficiency in MS Office (Word, Excel) skills;
Nice to Have:
• Successful completion of IFIC Operations Course is an asset.
• CSC/CPH/IFIC Sales or IFIC Operations preferred
• Experience in Dataphile is an asset;
