Senior Associate IC Investment Ops

Job CategoryInformation Technology
Position TypeContract
Application Deadline June 30, 2021
Experience Required2 years
Job Duration1 year
Education RequiredN/A

Our client is looking for Senior Associate IC Investment Ops
L.O.B. North American Personal Banking & Wealth Management Operations
Est. Start Date: June 21, 2021
End Date: October 31, 2021
Length of Contract: 4 months
Possibility of Extension: Yes
Physical Working Location: Toronto
Remote: Yes – Optional: Candidate comes into office first day to ensure all assets are set up and working correctly
Working Hours: Monday to Friday, 8:30am – 5pm

Role Mandate:
The associate is accountable for the set-up and investment of managed accounts.
Candidate Value Proposition (CVP):
This role allows the candidate(s) to work in an established institution and with multiple groups, which will allow candidate(s) to build effective skills and confidence. The individual is exposed to other lines of business, as there are lots of opportunities for learning, growth, and development. There is opportunity to grow either on the current team, or branch out to other teams.
Group Culture:
This individual will be working in a collaborate, fast-paced and friendly environment. MS Teams is available throughout the day for team members to communicate. Teams are very supportive of one another. Work is mainly individual dealing with all forms on onboarding and offboarding employee requests. The ideal candidate is a self-starter with strong attention to detail, accurate, and confident in asking questions to understand the overall process of what needs to be completed.
Must-Have Skills:
• 2-3 years of relevant experience in a similar role
• Strong data entry skills
• Communicating concisely with professionalism, both written and oral
• Tech-savvy individual with strong computer and writing skills
• Works independently with minimal support
• Attention to detail and process driven
• Ability to problem-solve and take initiative
• Fast learner with the ability to multi-task
Nice-to-Have Skills:
• Previous financial institution experience • Detail-oriented and accurate
• Good time management and organizational skills
• Self-managing, self-directed, and willingness to learn
• High School Diploma or higher
• Experience is preferred over education
Role Responsibilities Include (but are not limited to):
• Setting up managed accounts for five different programs using RIS and W360
• Ensuring accuracy in account setups to avoid issues that can impact client fees and trading, which would lead to financial losses
• Ask questions to understand entire process to accurately complete tasks
• Work will be distributed by a Team Lead and individual will process each individual distribution they receive
• Complete accounts assigned for the day, by the end of the day
• Majority of communication is through MS Teams and emails, dealing with internal

If interested to apply, please connect at