Job Information
TEKsystems Wealth Operations Officer in Toronto, Ontario
Description:
The bank offers a wide variety of trustee and custodial solutions for businesses and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centred on providing clients with client-focused service, notable value, and tailored solutions.
We are looking for change makers. Process enthusiasts. Future leaders. Performance focused go-getters who are looking to accelerate their careers. Our team thrives on idea-sharing, collaboration, respect, caring, and camaraderie.
Explore a career where we offer an unmatched employee experience guaranteed to redefine what it means to work for a top employer. Our culture is a key differentiator and one we are proud of. The opportunity The Associate, Securities Operations will work within the Securities team on a range of functions. This is a unique and highly collaborative role and the successful candidate will be part of a team that oversees the processing of equity and fixed income trades, mutual funds, pooled funds, GICs, corporate actions, and reconciliations. You will work closely with the team to ensure accurate and timely processing, meeting the needs of our clients.
What you’ll be doing
Provide oversight to security master, including security set ups, maintenance, and pricing
Process, review, and reconcile daily transactions as assigned within the scope of securities operations
Communicate with the Client Services Team and external contacts responding to transaction requests and inquiries.
Support your team members in the overall operation of the team, coordinating the flow of work and communication and ensuring an equitable distribution of work.
Monitor and periodically audit work completed by the team to ensure it’s completed within established timeframes, service level agreements and operational policies.
Investigate and resolve errors, including discrepancies identified by Internal Controls or the Client Services Team.
Maintain and develop procedures documents related to assigned activities.
Participate in department initiatives and projects related to post-trade securities operations. Who we’re looking for & what you’ve done
Forming relationships. You are all about clients and will be the first point of call for client issues.
An excellent support. You are an outstanding teammate and thrive working in a collaborative environment. You see the value in working together and have achieved many professional wins because of this mentality.
Technologically proficient. You are adept at learning new software that you will use on a day-to-day basis.
You are hardworking: Working towards results and supporting your team by offering support and accountability
Change Maker: You are curious, gritty, focused, and not afraid to question the status quo.
Skills:
CSC, operations, RRSP, RRIF, TFSA, GlobalPlus, mutual funds, brokerage, custodian, trade settlement
Additional Skills & Qualifications:
Basic understanding of brokerage or custody operations
Proficiency with MS Office suite (Excel, Powerpoint, Outlook, etc.)
High school graduation Relevant “can do” experience
Past experience in the Canadian securities industry at a brokerage firm or custodian is an asset
Completion of the Canadian Securities Course (CSC ) preferred
Understanding of investment concepts and operational procedures of an investment firm or custodian.
Strong understanding of RRSP, RRIF and TFSA rules is an asset
Experience working with GlobalPlus or FIS Unity is an asset.
À propos de TEKsystems:
Nous sommes partenaires dans la transformation. Nous aidons les clients à activer des idées et des solutions afin de profiter d’un nouveau monde d’opportunités. Nous sommes une équipe solide de 80 000 personnes, nous travaillons avec plus de 6 000 clients, dont 80 % faisant partie du Fortune 500, partout en Amérique du Nord, en Europe et en Asie. En tant que chefs de file de l’industrie des services technologiques complets, des services aux talents et des applications du monde réel, nous travaillons avec des leaders progressistes pour favoriser le changement. C’est le pouvoir d’un vrai partenariat. TEKsystems est une société du groupe Allegis.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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