Mutual Fund Operation Manager
Randstad Canada
Montreal, Québec, CA
1d ago

The Investment Processing Services team with one of our top clients, provides investors with quality operational services for multiple lines of business within Canada.

These services include processing of financial and non-financial transactions, including trade acceptance, placement and settlement, and preparing outbound phone / fax / mail communication to advisors and dealers.

Our strong focus on customer service is reflected in our vision : to be an industry service leader by placing the customer at the centre of everything we do and exceeding expectations through the strength of our people and technology.

Job Summary :

Reporting to the Director, Investment & Securities Operations, you will be responsible for leading a team of service-oriented professionals to deliver critical processing functions across all Individual Investments Retail products (Segregated Funds, Mutual Funds, GICs and Term Funds) including transaction processing, work prioritization, external customer-related communications and reporting.

You will build, lead and schedule a successful team across multiple locations in accordance with business and staff needs, with a critical focus on French language and Quebec-based customer service delivery.

This will be accomplished through coaching, development, retention and recruitment of a team of dedicated bilingual staff members, while maintaining a positive work environment.

You will also regularly interact and partner closely with Business Processing Services (MBPS) peer teams in The Philippines to support achievement of broader service level standards across Investments.

Located in Waterloo

Work for the largest Financial services company in Canada


  • Prior leadership experience involving customer service teams
  • Excellent customer service orientation
  • Strong understanding of guaranteed investment and mutual fund industry standards
  • Proven investigative and problem-solving skills, with an ability to be resourceful in identifying issues and solutions
  • Demonstrated ability to be flexible, exercise judgment and make clear sighted decisions in a changing environment
  • Strong influencing, negotiating and conflict management skills
  • In-depth knowledge of Retail Investments products and systems
  • Proven ability to develop staff and mentor high potential team members in a fast-paced, changing environment
  • Proven ability to delegate and allocate resources effectively
  • Develop innovative controls to provide reliable business solutions
  • Demonstrated ability to develop and maintain excellent cross-department relationships to attain collaborative solutions
  • Strong understanding of Business Unit controls
  • Excellent communication skills in both English and French, written and oral
  • Phone Number : 416.861.9888

    Fax Number : 416.861.8727


    Randstad Professionals Canada

    Randstad Canada is committed to building a diverse workforce reflective of the diversity of Canada. As a result, we promote employment equity and encourage candidates, especially those who identify as a woman, an Aboriginal person, a person with a disability or a member of a visible minority group, and any others who may contribute to the diversification of our workforce, to apply.

    Randstad Canada is also committed to developing an inclusive, barrier-free selection processes and work environments.If contacted in relation to a job opportunity, you should advise your Randstad Representative or your local Randstad branch in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner.

    Information received relating to accommodation measures will be addressed confidentially.

    For all feedback on equity and accommodation needs, please contact your local Randstad Canada Branch.

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