Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
The main function of the Operations Officer is confirming transaction details using various methods of confirmation including phone, fax, swift and email.
What you will achieve in this role:
-Understand and apply bank/ departmental operating policies and procedures at all times.
-Manage settlement processing and reporting for local and global equity and/or fixed income trades via our depositories
-Interact with partners, counterparties and depositories to resolve settlement-related inquiries in a timely fashion. Ensuring that issues are escalated to management when approval and oversight are required
-Ensure documentation retained for audit purposes is accessible, organized and filed according to department procedures as well as Wealth record retention policy.
-Contribute to the timely and accurate completion of the department's administrative work in addition to your daily functions.
-Provide accurate and timely fails reporting to clients and partners according to established SLAs.
-Escalate delays in reporting to management and partners as appropriate
-Perform quality investigations emphasizing accuracy and timeliness and escalate issues appropriately when necessary.
-Demonstrate flexibility with working environment changes and requirements. Availability to work during Canadian Holidays to ensure coverage is fundamental to your position.
-Prepare, complete, and deliver month-end reporting to management according to the procedure and on time
-Abide by the dress code policy. Your choice of work attire must be neat, clean and conform to the established dress standards of your business, having regard to personal hygiene and grooming.
-Contribute to a positive work environment by actively participating
What you will bring to this role:
-1-2 yrs exp. in administration (pref. back office)
-Proficient in Microsoft Office
-Excellent communication skills
-Good attitude, eager, can start right away
Nice to have:
-Completed Canadian Securities Course
-1+ yrs exp. from finance industry
We thank you for your interest in the position, however, only those who are qualified will be contacted
Inclusion and Equal Opportunity Employment
Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.