Interested in developing your professional experience with a well-known insurance company? Do you have previous experience in the mutual fund financial services or investment industry?
We're looking for candidates with strong attention to detail and can work in fast-paced environments to join our client, one of Canada's largest insurance and financial services companies, as an Operations Specialist.
...
Advantages
Why you want this role:
• Work for one of Canada's largest insurance companies
• Hybrid - Work from home with some times in the office required
• Toronto location
• 12 month contract
• $23.60/hr
• Monday to Friday, 8:00am - 5:00pm
• Start date: September 18th, 2023
Workers placed through Randstad are eligible for preferred rates on health, dental, and life insurance. This Value-add program will provide a wide range of options to suit your needs.
Responsibilities
As an Operations Specialist, you will be responsible for:
• Processing routine daily transactions such as processing account opening or transfer requests received electronically or by way of paperwork
• Required to complete any and all Anti Money Laundering, Complaint Management and PIPEDA courses delivered by the company
• Following up on issues as necessary or as directed; investigating into special complex transactions or other tasks as assigned, to a successful conclusion
• Addressing account opening or transfer related issues (escalating when required)
• 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
• Maintaining accurate records of transactions
• Identifying and solving basic to complex problems based on an understanding of the customer's needs, using investigation and established processes, procedures or guidelines
• Other duties as required
Qualifications
• Minimum of 2 years’ experience in the mutual fund financial services or investment industry (or 2+ year’s experience in a dealer back office)
• Superior attention to detail and accuracy
• Demonstrated proficiency in MS Office (Word, Excel) skills
• Effective organizational, prioritization, and time management skills
• Excellent communication skills
• Ability to work in a fast paced team based environment
• Problem solver
• Completion of IFIC operations Coarse is an asset
• CSC/CPH/IFIC Sales or IFIC Operations preferred
Summary
If you are interested in the Operations Specialist role., please apply online at www.randstad.ca. Qualified candidates will be contacted.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
voir plus
Interested in developing your professional experience with a well-known insurance company? Do you have previous experience in the mutual fund financial services or investment industry?
We're looking for candidates with strong attention to detail and can work in fast-paced environments to join our client, one of Canada's largest insurance and financial services companies, as an Operations Specialist.
Advantages
Why you want this role:
• Work for one of Canada's largest insurance companies
• Hybrid - Work from home with some times in the office required
• Toronto location
• 12 month contract
• $23.60/hr
• Monday to Friday, 8:00am - 5:00pm
• Start date: September 18th, 2023
Workers placed through Randstad are eligible for preferred rates on health, dental, and life insurance. This Value-add program will provide a wide range of options to suit your needs.
Responsibilities
As an Operations Specialist, you will be responsible for:
• Processing routine daily transactions such as processing account opening or transfer requests received electronically or by way of paperwork
...
• Required to complete any and all Anti Money Laundering, Complaint Management and PIPEDA courses delivered by the company
• Following up on issues as necessary or as directed; investigating into special complex transactions or other tasks as assigned, to a successful conclusion
• Addressing account opening or transfer related issues (escalating when required)
• 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
• Maintaining accurate records of transactions
• Identifying and solving basic to complex problems based on an understanding of the customer's needs, using investigation and established processes, procedures or guidelines
• Other duties as required
Qualifications
• Minimum of 2 years’ experience in the mutual fund financial services or investment industry (or 2+ year’s experience in a dealer back office)
• Superior attention to detail and accuracy
• Demonstrated proficiency in MS Office (Word, Excel) skills
• Effective organizational, prioritization, and time management skills
• Excellent communication skills
• Ability to work in a fast paced team based environment
• Problem solver
• Completion of IFIC operations Coarse is an asset
• CSC/CPH/IFIC Sales or IFIC Operations preferred
Summary
If you are interested in the Operations Specialist role., please apply online at www.randstad.ca. Qualified candidates will be contacted.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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