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Intermediate Operations Specialist to process mutual funds via the R-Broker (RPM) System in large financial institution - 42929

Job Type: Contract
Positions to fill: 1
Start Date: Aug 22, 2022
Job End Date: Feb 28, 2023
Pay Rate: Hourly: Negotiable
Job ID: 122134
Location: Vancouver
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Our financial sector client is looking for a Intermediate Operations Specialist to process mutual funds via the R-Broker (RPM) System. - 42929

6 months contract, possibility of extensions, Hybrid: 3-4 days a week in the office.

The selected candidate would be providing registered and non-registered product process support across Canada. You would be supporting various functions within Wealth Operations, in the processing and/or audit of some of  investment products. This includes but is not limited to Mutual Funds, and RRSPs.

Responsibilities:
  • 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

Must haves:
  • 5+ 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

Nice to haves:
  • 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