Client Onboarding Supervisor: Fund Setup & Data Migration

Citco GSGS; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Toronto is seeking an experienced professional for their Fund Administration team. You will be responsible for onboarding clients to Citco's technology platforms, managing fund setups, and ensuring meticulous project execution. Ideal candidates will have a strong background in accounting and leadership experience, as well as proficiency in Microsoft Office applications. This role offers unique benefits and a commitment to diversity.

Benefits

Range of benefits

Training and education support

Flexible working arrangements

Qualifications

• 2+ years’ experience in managing a team of accountants, senior analysts and supervisors.
• 3 – 5 years of Big 4 or large mid-size public accounting firm experience preferred.
• Experience in servicing clients in the asset management industry is a plus.

Responsibilities

• Review fund legal documents and setup fund structures in system for new and existing clients.
• Implement data migration and perform detailed analysis.
• Demonstrate ownership of assigned work and ensure timely completion.

Skills

Project management skills

Attention to detail

Communication skills

Teamwork

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Education

Bachelor’s degree in Accounting, Finance, Mathematics or Economics

CPA or CFA preferred

Job description

A leading financial services firm in Toronto is seeking an experienced professional for their Fund Administration team. You will be responsible for onboarding clients to Citco's technology platforms, managing fund setups, and ensuring meticulous project execution. Ideal candidates will have a strong background in accounting and leadership experience, as well as proficiency in Microsoft Office applications. This role offers unique benefits and a commitment to diversity.