Trade Services Specialist - Mutual Funds & GICs

Aviso Wealth; Toronto; On-site; CAD 50,000 - 56,000; Full time

Job summary

A leading wealth management firm in Toronto is looking for a Trade Services Administrator to ensure efficient processing and settlement of trades. Ideal candidates will possess strong client service skills, attention to detail, and experience in the financial services industry. This role emphasizes collaboration and accountability within a dynamic team. Competitive compensation and benefits are offered.

Benefits

Competitive compensation package

Health, dental, and insurance benefits

Generous vacation time

Parental leave top-up options

Retirement program contributions

Qualifications

• Minimum 1 year experience in a Financial Services firm, preferably in Transaction Services.
• Fluency in English is required; French is an asset.
• Experience with Dataphile, Fundserv, or Capital Markets is an asset.

Responsibilities

• Process and settle mutual fund trades and GIC's efficiently.
• Monitor and correct trade rejections promptly.
• Communicate with external partners for issue resolution.

Skills

Client service orientation

Problem-solving

Attention to detail

Organizational skills

Customer service

Time management

Education

Post-secondary education in a related field

Tools

Intermediate Excel skills

Microsoft Office knowledge

Job description

A leading wealth management firm in Toronto is looking for a Trade Services Administrator to ensure efficient processing and settlement of trades. Ideal candidates will possess strong client service skills, attention to detail, and experience in the financial services industry. This role emphasizes collaboration and accountability within a dynamic team. Competitive compensation and benefits are offered.