Supervisor, Middle Office Solutions Treasury

The Citco Group Limited; Halifax; On-site; CAD 65,000 - 80,000; Full time

Job summary

The Citco Group Limited is seeking a results-driven team lead in Halifax to support client operations for fund administration and cash/payments processing. You will ensure timely processing, quality control, and client satisfaction while mentoring junior staff and coordinating with multiple departments.

Strong communication skills and a background in financial services are essential, along with proficiency in MS Office.

Qualifications

• Post-secondary education completed.
• 2–5 years’ experience in financial services focused on data entry and cash/payment processing.
• Experience leading teams, mentoring staff, and coaching them in their roles.
• Strong customer service skills.
• Ability to work in a fast-paced environment.
• Exceptional attention to detail and multitasking ability.
• Ability to work independently and escalate when needed.
• Excellent communication and interpersonal skills.
• Proficiency with Microsoft Office and Outlook.
• Familiarity with SWIFT is an asset but not required.

Responsibilities

• Support client operations by verifying, reporting and processing activities for Investment Managers.
• Engage clients professionally and provide dependable service within daily bank cut-offs.
• Monitor process flows to ensure daily payments are on track and escalate when needed.
• Ensure adherence to controls and act as Subject Matter Expert for the department.
• Prepare and oversee end-of-day transaction reports for clients and internal teams.
• Set up and maintain Standard Settlement Instructions (SSI) in internal systems.
• Lead and develop Analysts, review work allocations, and participate in client calls.
• Oversee team performance and collaborate with manager to deliver high-level client service.
• Work on strategic projects and coordinate with multiple departments to drive results.

Skills

Customer service

Team leadership

Attention to detail

Communication skills

Multitasking

Independence

Policy adherence

Interpersonal skills

Education

Post-secondary education

Tools

Microsoft Office Suite

Outlook

SWIFT (asset)

Job description

About Citco

Citco has been a front‑runner in the asset servicing sector since 1948, evolving alongside the industry and now serving all alternative investments, corporations, and private clients across multiple asset classes and geographies.

About the Team & Business Line

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. We continually invest in learning and technology to deliver a seamless client experience.

Responsibilities

• Support client operations by verifying, reporting and processing activities on their behalf. Our clients are Investment Managers who rely on us for time‑sensitive services related to moving money in and out of their accounts.
• Engage clients professionally and provide dependable service within daily bank cut‑offs and hours by processing payments via internal systems.
• Monitor process flows to ensure daily payments are on track, assist where needed, and raise escalations if required.
• Ensure adherence to controls and procedures while serving as a Subject Matter Expert for the department.
• Prepare and oversee end‑of‑day transaction reports for clients and internal departments.
• Set up and maintain Standard Settlement Instructions (SSI) in internal systems.
• Assist and lead performance discussions with junior staff, troubleshoot day‑to‑day issues, review and adjust work allocations as needed, and represent the group on internal and external calls.
• Oversee a team of Analysts and Senior Analysts, supporting them and your manager while delivering high‑level customer service to the client base.
• Ensure the team works effectively, troubleshoot technical issues, and collaborate with the manager to equip the team for client service.
• Work on strategic projects as needed.
• Coordinate with multiple departments across the firm to drive results and complete deliverables.

Qualifications

• Post‑secondary education.
• 2‑5 years’ experience in financial services focused on data entry and cash/payment processing.
• Experience leading teams, mentoring staff, and coaching them in their roles.
• Strong customer service skills.
• Experience operating in a fast‑paced environment.
• Exceptional attention to detail and ability to multitask to manage volumes.
• Ability to work independently and recognize when to escalate.
• Ability to learn and follow established policies and procedures.
• Committed team player with excellent communication and interpersonal skills.
• Strong and confident English communication skills via email and phone.
• Excellent Microsoft Office Suite and Outlook skills.
• Familiarity with SWIFT is an asset but not required.

Our Benefits

We provide a range of benefits, training, education support, and flexible working arrangements to help you succeed in your career while balancing personal needs. Ask us about the specific benefits available in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture fosters innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates participating in all aspects of the selection process.