Administrative Assistant

JOB DESCRIPTION

Location: On-site | Toronto Downtown

Duration: 6 months

Our client a leading financial institution in Downtown Toronto, is looking for an Administrative Assistant to be proficient in recognizing all pension and trade-related documentation as it relates to pension/fund processing, including but not restricted to: pension refunds, new account set-ups, buys/sells/switches/transfers/rollovers/systematic plans, non-financial and estate documentation. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

  • Become familiar with 90+ fund companies in order to assist in the indexing of the incoming documentation.
  • Recognize, index and push the document out to the workflow tool in a timely and accurate manner, ensuring the processor receives accurate information.
  • Manage incoming cheques or cheque distribution process
  • Research, recommend and implement efficiencies which will improve workflow or processes within the team.
  • As assigned, provide timely and accurate statistical reporting on image and workflow volumes and other statistics.

Must-Have Skills:

  • 1-3 years experience
  • Strong organizational and time management skills
  • Excellent communication skills – written and oral
  • Knowledge of document retention procedures and standards
  • Issue resolution
  • Client focused
  • Attention to detail

Nice-To-Have Skills:

  • Knowledge of mutual fund / segregated fund transaction processing
  • Knowledge of the fund and custody Industry
  • Experience with Scanning technology

Soft Skills Required:

  • Ability to work independently and manage time efficiently
  • Ability to keep information organized and confidential
  • Efficient communication skills

Education:

  • Highest education

Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.