WFG Business Processor Administration

Job Description

This is a remote, temporary (6-month contract) position within Canada. The role requires overtime and work during the holiday season.

The Business Processing Administrator is responsible for placing Trades/ entering KYCs and ensuring that processing deadlines are met with accuracy and efficiency.

Your Day to Day

• Responsible for ensuring the proper and timely placement of electronic transactions/trades (redemptions/switches/purchases) and ensuring that daily deadlines are met
• Processing of non-financial requests
• Data Entry – Set up clients and KYC information using our back-office system (Winfund) timely and accurately. 
• Prepping daily transaction documents
• Work closely with our Client Services Team and the dealer’s H/O side
• Communicating with various fund companies as required
• Other duties as assigned

What You Have

• Strong emphasis on accuracy of data entry of trades and client’s set up
• 3-5 years experience in the mutual fund industry.
• Advanced knowledge of the English language due to daily calls and written correspondence with English speaking clients.
• Knowledge of Mutual Funds Operations/Administration - such as business processing, settlement of trades, trust accounting, various plan types (RSP, TFSA, etc.) required
• Energetic and positive work ethic.
• Knowledge of Winfund, Synergize and Fundserv an asset.
• Must be able to work in a fast-paced environment where multi-tasking, attention to detail, organization and prioritization skills are a definite requirement.
• Able to work well within a close team environment.
• OT is required during peak season (RSP season).

Location(s)Toronto, Ontario

Other Possible Location(s)Montreal, Quebec, Quebec, Quebec
CompanyInvestia Financial Services Inc.

Posting End Date2024-11-15

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.