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Junior Operations Specialist to process mutual funds via the R-Broker (RPM) System in large financial institution - 39647

Job Type: Contract
Positions to fill: 1
Start Date: Jan 03, 2022
Job End Date: Jul 31, 2022
Pay Rate: Hourly: Negotiable
Job ID: 113536
Location: Vancouver
Our financial sector client is looking for a Junior Operations Specialist to process mutual funds via the R-Broker (RPM) System. -39647

6 Months to Begin (potential to extend another 6 months or flip to Permanent role).On-Site.

Must Have:
  • 3+ years experience within a financial institution
  • Proven experience with Rules, Policies and By-Laws of the Mutual Fund Dealers Association of Canada (MFDA) and Securities Regulators
  • RSP season. Someone who understands the volume & work to be done (cheques, transfer volumes are high, mutual fund, deposit broker, TIC work).
  • Knowledge of Canadian Registered Products (RRSP, RESP, TFSA, Mutual Funds, etc.).
  • Financial background.
Nice to Have:
  • Canadian Securities Course or IFIC 
  • Experience Processing Mutual Funds via the R-Broker (RPM) system
  • Product knowledge of Mutual Fund settlements processing, PAC/SWP/Sweep setup and maintenance, Internal & External Transfers, Cash and Reinvested dividend processing, Non-Financial updates
  • Excellent MS Excel skills

  • Work along with existing Wealth Operations team to support processing of transactions for financial instituion and Mutual funds supporting all branches across Canada
  • Reconcile and balance accounts, verify accuracy of computation and resolve discrepancies
  • Operate various office and/or mechanical equipment including personal computer, copiers, etc… as required, to complete duties in a timely and accurate manner
  • Maintain appropriate records of activities and statistics; prepare daily worksheets and reports as necessary
  • Apply compliance; internal and operational risk controls in accordance with financial insitution and/or regulatory standards and policies; report issues and operational loss events