Pay Rate: $20
Location: Toronto ON
Job Type: Contract

Our client, a top 5 financial institution, is looking for a Operations Specialist for a 10-months contract to assist with Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association (MFDA). 

This role is 1 day in office in Downtown Toronto

 As a Operations Specialist your duties will include but not be limited to:

  • Process routine daily transactions, including account opening and transfer requests, adhering to internal and external service level agreements.
  • Monitor and update Know Your Client (KYC) information and account documentation in accordance with regulatory requirements.
  • Collaborate with internal and external partners to address account-related issues and inquiries, escalating complex cases to appropriate team members.
  • Maintain accurate transaction records and utilize tracking tools to report progress updates regularly.

Qualification: 

  • A minimum of 1-2 years of experience in the mutual fund financial services or investment industry, or a dealer back office environment.
  • Successful completion of Anti Money Laundering, Complaint Management, and PIPEDA courses provided by Manulife.
  • Proficiency in Microsoft Office applications, particularly Word and Excel.
  • Familiarity with Dataphile software is a plus.
If you are interested in this opportunity, please send your resume to Navneet Kaur at nkaur@ifgpr.com