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M

Associate Operations

Mindlance
  • Location not stated
  • 1 day ago
  • Excel
  • AI
1 day ago
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Not enough detail in this posting to match

Title: Associate Operations
Location: Toronto, ON (Onsite)
Duration: 6 Months
 
Daily Responsibilities:
  • Assist with processing of various Daily task along with ServiceLink request.
  • Processing of Oil Royalties within different timeframes monthly or quarterly.
  • Process monthly and quarterly taxes received from different business and be able import information from  One system to the next.
  • Process ongoing daily task/diaries from Clientlink, wires, cheque request, bill payments.
  • Third Party Mutual funds, reconciliations of account holdings for Estates and Trust.
  • Maintain, update various excel sheets.
  • Bill Payments for different vendors
  • Assist with payroll, for Monthly, bi-weekly and weekly payroll, including submission of source deductions to different Government offices along with payments for Executors, and Scholarships
  • Submission of T4/T4A/Rel1
  • ROE to Service Canada
 
Must-have
  • Ability to handle multiple request, and be able to prioritize.
  • Ability to handle high volumes at peak times in a fast paced environment.
  • Be able to work overtime when required to meet SLA’ and high volumes.
  • Strong customer service, be able to follow our model of Client’s First attitude.
  • Be able to understand when a request is urgent and how to resolve it.
  • Be willing to cross train within the group to perform various duties as requested.
  • Attention to details, is a must requirement.
  • Ability to work, independently and within a team environment.
 
Nice-to-have
  • Knowledge of Mutual funds, settlements and reconciliation of accounts.
  • High accuracy in processing, be able to provide assistance to other team members when required.
  • Be comfortable in dealing with branch inquiries.
  • Knowledge of BTS, JEFE, Berton, BTS GUI, ServiceLink, Excel.
  • Access to a variety of job opportunities across business and geographies
 
Mindlance is an equal opportunity employer. We are committed to inclusive, equitable, barrier-free recruitment and selection processes, and work environment in accordance with the Accessibility for Ontarians with Disabilities Act (AODA). We will be happy to work with applicants requesting accommodation at any stage of the hiring process.“We use AI in our Hiring processes”

Associate Operations · Mindlance

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