Nominee Processing Administrator
Industrial Alliance Insurance and Financial Services Inc.
Concord, Ontario
2d ago

Description

The Nominee Processing Administrator will be joining the Business processing team and is responsible for the depositing of funds into a client’s nominee cash account that has been received via electronic bank transfer or from a transfer from a different financial institution, in accordance with the various Provincial Legislations.

The team is also responsible for, but not limited to; processing transfers to other financial institutions, internal transfers between plans, setup of distributions, GIC, other tasks as needed etc.

Qualifications :

  • 1-2 years office experience
  • Strong emphasis on Data Entry speed and accuracy
  • Knowledge of Mutual Funds Operations / Administration - such as business processing, settlement of trades, GIC, etc. required
  • Previous experience working for a Mutual Fund Dealer Head Office, fund company or branch office required
  • Completion of IFIC Operations course a definite asset
  • Able to work well within a close team environment
  • Energetic and positive work ethic
  • Knowledge of Univeris an asset
  • Must be able to work in a fast-paced environment where multi-tasking, attention to detail, organization and prioritization skills are required
  • Overtime during RRSP season will be a requirement
  • Vacation blackouts from January to April
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