Join our team as a CAN - Service Officer III and play a vital role in monitoring and reviewing corporate action notifications and circulars. This hybrid position offers a great opportunity to grow your career within a reputable financial institution, with potential for full-time employment. You will be responsible for analyzing corporate action events, identifying complex tax treatments, and ensuring timely submission of required documentation. The first 90 days will require on-site work (77 Bloor St W, 3rd Floor), Monday-Friday, and may include working Canadian Holidays. Starting November 4th, the schedule will transition to 4 days a week on-site.
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Position: CAN - Service Officer III
Shift: Monday-Friday, 8:30am – 5pm (core business hours). Hybrid work model after initial 90 days.
Salary: $23.10/hr
Location: Toronto, Ontario (Hybrid)
Advantages
This position offers a supportive team environment within a reputable financial institution, with potential for full-time employment and career growth.
Responsibilities
• Monitor and review corporate action notifications and circulars from various vendors (DTC, CDS, TSE, Bloomberg, etc.).
• Identify corporate action events with complex tax treatment and forward to the tax department.
• Escalate problem issues to senior staff.
• Update databases/logbooks as required.
• Respond to inquiries regarding effective notifications.
• Create corporate action files and update online logbooks.
• Ensure reconciliation system items consistently carry current statuses.
• Perform thorough analysis of circulars/notifications within tight deadlines.
• Determine restrictions and eligibility for Canadian resident shareholders.
• Determine required documentation and submission timelines to the Agent.
• Review corporate action events for French-preference holders and request translation.
• Identify potential foreign currency exchange risk on upcoming corporate action events.
• Analyze information and condense it for client notification.
• Coordinate mailing with Symcor, send email bursts to IAs, and set up for web broker upload.
• Identify important information and conditions to assist the client and reduce risk.
• Communicate effectively with transfer agents/companies to obtain confirmed information and corporate action material.
• Complete required internal courses and cross-training.
• Complete sundry duties/assigned daily tasks within agreed-upon targets.
• (Potentially) Complete daily Income Dividend and Interest payments on the US Custody book of record.
• (Potentially) Perform reconciliation of upcoming Income payments daily.
• (Potentially) Support payment of Mutual Fund dividends when required.
Qualifications
• 5 years of relevant experience in processing or accounting.
• Strong written and verbal communication skills.
• Previous experience with corporate actions (a strong asset).
• Previous reconciliation experience (dividend systems, a strong asset).
• Familiarity with credit and debit processes (an asset).
• Previous banking or FI experience (an asset).
• High school diploma accepted; university degree preferred (finance-related discipline).
Summary
If you are a self-motivated, detail-oriented, and organized individual who can work independently with minimum supervision while also being a strong team player, this is the perfect opportunity for you. Apply now to begin your journey with us!
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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Join our team as a CAN - Service Officer III and play a vital role in monitoring and reviewing corporate action notifications and circulars. This hybrid position offers a great opportunity to grow your career within a reputable financial institution, with potential for full-time employment. You will be responsible for analyzing corporate action events, identifying complex tax treatments, and ensuring timely submission of required documentation. The first 90 days will require on-site work (77 Bloor St W, 3rd Floor), Monday-Friday, and may include working Canadian Holidays. Starting November 4th, the schedule will transition to 4 days a week on-site.
Position: CAN - Service Officer III
Shift: Monday-Friday, 8:30am – 5pm (core business hours). Hybrid work model after initial 90 days.
Salary: $23.10/hr
Location: Toronto, Ontario (Hybrid)
Advantages
This position offers a supportive team environment within a reputable financial institution, with potential for full-time employment and career growth.
Responsibilities
• Monitor and review corporate action notifications and circulars from various vendors (DTC, CDS, TSE, Bloomberg, etc.).
...
• Identify corporate action events with complex tax treatment and forward to the tax department.
• Escalate problem issues to senior staff.
• Update databases/logbooks as required.
• Respond to inquiries regarding effective notifications.
• Create corporate action files and update online logbooks.
• Ensure reconciliation system items consistently carry current statuses.
• Perform thorough analysis of circulars/notifications within tight deadlines.
• Determine restrictions and eligibility for Canadian resident shareholders.
• Determine required documentation and submission timelines to the Agent.
• Review corporate action events for French-preference holders and request translation.
• Identify potential foreign currency exchange risk on upcoming corporate action events.
• Analyze information and condense it for client notification.
• Coordinate mailing with Symcor, send email bursts to IAs, and set up for web broker upload.
• Identify important information and conditions to assist the client and reduce risk.
• Communicate effectively with transfer agents/companies to obtain confirmed information and corporate action material.
• Complete required internal courses and cross-training.
• Complete sundry duties/assigned daily tasks within agreed-upon targets.
• (Potentially) Complete daily Income Dividend and Interest payments on the US Custody book of record.
• (Potentially) Perform reconciliation of upcoming Income payments daily.
• (Potentially) Support payment of Mutual Fund dividends when required.
Qualifications
• 5 years of relevant experience in processing or accounting.
• Strong written and verbal communication skills.
• Previous experience with corporate actions (a strong asset).
• Previous reconciliation experience (dividend systems, a strong asset).
• Familiarity with credit and debit processes (an asset).
• Previous banking or FI experience (an asset).
• High school diploma accepted; university degree preferred (finance-related discipline).
Summary
If you are a self-motivated, detail-oriented, and organized individual who can work independently with minimum supervision while also being a strong team player, this is the perfect opportunity for you. Apply now to begin your journey with us!
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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