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.
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