Pay Rate: $20 Location: Toronto ON Job Type: Contract Our client, a top 5 financial institution, is looking for a Operations Specialist for a 12-month contract to assist with Investment Industry Regulatory Organization of Canada (IIROC) and Mutual Fund Dealers Association (MFDA) reporting. This role is fully remote.
As a Operations Specialist your duties will include but not be limited to: Processing the daily reports monitoring know your client (KYC) updates and account opening paper requirements received with regulatory timelines. Follow-up on issues as necessary or as directed; investigate into special complex transactions or other tasks as assigned to a successful conclusion. Performing quality control or communicating on complex administrative cases with the Advisor or Assistant directly as needed. Using Dataphile tracking, or any other tracking tools, maintaining and reporting progress updates regularly to the team. Maintains accurate records of transactions in order to interact effectively with clients. Qualification:  Minimum of 2 years' experience in the mutual fund financial services or investment industry, or at least 2 year's experience in a dealer back office. Required to complete any and all Anti Money Laundering, Complaint Management and PIPEDA courses delivered by Manulife. Experience in Dataphile is an asset. Demonstrated proficiency in MS Office (Word, Excel) skills. CSC/CPH/IFIC Sales or IFIC Operations preferred. If you are interested in this opportunity, please send your resume to priyanka2@ifgpr.com
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