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applicant
Operations Specialist (Downtown Toronto)
at Human Resources in Toronto
Downtown client is seeking an Operations Specialist to join their team on a contract basis. The contract will run six to nine months in length with an opportunity for it to be extended. The role requires extensive working knowledge of the securities, accounting and processing to respond to inquiries and proactively offer administrative enhancements and alternatives for the transfer agent.
Role Responsibilities
• Cultivate and maintain relationships with Financial Advisor service team for clients through proactive measures and creative client service.
• Educate and assist the client service team in the selection of the best possible operational service solutions
• Effectively communicate with internal solution teams, product teams, industry counterparts, and team members to resolve problems
• Understand and articulate products, services and solutions to IFDS and service team and clients.
• Assess, analyze, monitor and ensure timely completion of all IFDS requests made by service team or client. Assist with client, Fund and Transfer Agency audits.
• Provide transactional review of the Short term trading database review to ensure Canada is in compliance.
Requirements:
• B.S./B.A. in Accounting or Finance preferred
• One to three years related work experience preferred
• Knowledge of financial and/or investment services and products
• Strong dedication to quality customer service
• Excellent interpersonal skills/team player
• Excellent organizational and problem solving skills
• Knowledge of Microsoft Office Products including Word, Excel, and Outlook
• Excellent communication skills – written and verbal (bilingual in English and French preferred)
Please email your resume to l.title@tdspersonnel.com
Published at 06-09-2010
Viewed: 137 times
Viewed: 137 times


