Specialist, Client Administration

Requisition ID:

Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

We are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back-office support to our Dynamic Funds’ clients.

The role of Specialist within Client Administration is to acquire an in-depth knowledge of our systems and processes to be able to generate reports, analyze data, answer questions regarding our procedures which may come from other departments, work on special projects including testing new product launches, tools, and documenting new procedures. The Specialist works as part of the team to complete daily tasks as well as independently when asked to work on ad-hoc tasks or projects.

Responsibilities

• Accurate processing of financial & non-financial mutual fund transactions
• Quali...