Mutual Fund Operations Specialist – Client Experience

Collabera; Toronto; On-site; CAD 25,003 - 35,610; Full time

Job summary

A leading consulting firm in Toronto is seeking an individual to manage Adjustment Processing cases, ensuring accuracy and compliance. The ideal candidate will have 1-4 years of experience in shareholder services or similar financial administration environments, strong communication skills, and a good working knowledge of MS Office. This role offers a competitive hourly wage of $22 and the potential for a comprehensive benefits package.

Qualifications

• 1–4 years of experience in a relevant field.
• Experience within Shareholder Services or multi-client mutual fund administration.
• Good working knowledge in the financial services industry.

Responsibilities

• Complete Adjustment Processing cases accurately and on target.
• Assist other Investor Services departments in resolving client issues.

Skills

1–4 years experience

Experience in Shareholder Services

Good knowledge of financial services

Sound knowledge of Error Corrections

Ability to work in high-stress environments

Effective communication skills

Intermediate Computer Literacy

Technical and analytical skills

Tools

MS Office

Unitrax Recordkeeping System

FundSERV

Job description

A leading consulting firm in Toronto is seeking an individual to manage Adjustment Processing cases, ensuring accuracy and compliance. The ideal candidate will have 1-4 years of experience in shareholder services or similar financial administration environments, strong communication skills, and a good working knowledge of MS Office. This role offers a competitive hourly wage of $22 and the potential for a comprehensive benefits package.