Supervisor, Middle Office Solutions, Treasury

Jobtailor; Halifax; On-site; CAD 55,000 - 75,000; Full time

Job summary

Jobtailor in Halifax seeks a Finance Operations Analyst to support investment manager clients by verifying, reporting, and processing daily payments through the internal system. You will ensure timely settlements, adhere to controls, and act as SME for the department during busy periods, including escalation when needed.

You will manage a small team of Analysts, mentor junior staff, review workloads, and coordinate with multiple departments to achieve accurate end-of-day reports and SSI

Qualifications

• Experience in data entry and cash/payment processing within financial services.
• Proven ability to lead teams, mentor staff and coach colleagues.
• Strong customer service skills and professional client interaction.
• Excellent attention to detail and ability to multitask.
• Proficient with Microsoft Office and Outlook.

Responsibilities

• Verify, report and process daily client payments within bank cut-offs.
• Monitor flows and ensure timely deliverables, escalating when needed.
• Prepare end-of-day transaction reports for clients and internal teams.
• Set up and maintain Standard Settlement Instructions (SSI) in systems.
• Lead a team of Analysts, guiding workload and performance discussions.
• Collaborate with multiple departments to drive results.

Skills

Cash/Payment Processing

Team Leadership

Customer Service

Attention to Detail

Microsoft Office

Education

Post-secondary education

Tools

Internal Payment System

Microsoft Outlook

Job description

• Support client operations by verifying, reporting and processing activities on their behalf. Our clients are Investment Managers whom we provide time sensitive services centralized around moving money in and out of their account(s) for various operational purposes.
• Engage our clients in a professional manner and provide dependable service within the confines of daily bank cut-offs/hours by processing daily payments via internal payment system
• Monitor process flows to ensure deliverables/daily payments are on track, assist where needed and escalte, if required
• Ensure adherence to controls and procedures while taking a role as a Subject Matter Expert for the department
• Prepare and oversee end of day transaction reports to circulate to clients and internal departments
• Set-up and maintain Standard Settlement Instructions (SSI’s) in internal systems
• Assist and lead performance discussions with junior staff, troubleshoot day-to-day issues, review/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 a high level of customer service to your client base
• Ensure the team is able to work effectively, troubleshoot technical issues and work with the Manager to ensure the team is adequately equipped to service our clients
• Work on strategic projects, as needed
• Coordinate with multiple departments across the firm to drive results/complete deliverables

Requirements

• You have post-secondary education.
• 2-5 years’ experience in Financial Services focused around data entry and cash/payment processing
• Experience leading teams, mentoring staff and coaching them in their roles
• Strong customer service skills
• With experience operating in a fast paced environment
• Exceptional attention to detail and ability to multi-task to manage volumes
• Can work independently and understand when to esc
• Ability to learn and follow established policies and procedures
• Committed team player with excellent communication and interpersonal skills
• Strong and confident English communication skills through e-mail and phone
• Excellent Microsoft Office Suit and Outlook skills
• Familiarity with SWIFT seen as an asset, but not a requirement

Core Competencies

Demonstrates expertise in cash and payment processing within Financial Services, ensuring adherence to established policies and procedures while providing exceptional customer service. Capable of leading teams, mentoring staff, and effectively communicating with clients and internal departments.

Highest-signal resume keywords

• Cash/Payment Processing
• Team Leadership
• Customer Service
• Attention to Detail
• Microsoft Office Suite

ATS Optimization Keywords

Hard Skills

• Data Entry
• Payment Processing
• Standard Settlement Instructions (SSI)
• Transaction Reporting
• Process Monitoring

Soft Skills

• Communication Skills
• Interpersonal Skills
• Problem-Solving
• Multi-Tasking
• Team Player

Industry Keywords

• Financial Services
• Investment Management
• SWIFT
• Operational Procedures

Tools & Technologies

• Internal Payment System
• Microsoft Outlook