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Mutual Fund Administrator - Proficient
Mindlance
Location not stated
4 weeks ago
- AI
4 weeks ago
Not enough detail in this posting to match
Location:Bedford, NS (Onsite)
Duration: 6 + Months
Job Responsibilities:
- Responsible for quality of processing / client experience for assigned client groups
- Positive impact through effective management of workflow and support of team
- Effective resolution of escalated client or process issues
- Participate in client–specific process reviews and improvements, generally as assigned by Manager or Senior Manager
- Accuracy and attention to detail are of upmost importance.
Time Allocation
- Transaction Processing - 80%
- Problem/ Issue investigation and resolution - 10%
- Projects as assigned by Manager - 10%
Nice to have Skills:
- Good working knowledge / experience in the financial services industry, specifically in Mutual fund and Segregated Funds administration
- Sound knowledge of Mutual Fund and Segregated Fund taxation and compliance /regulation – including Registered Products
- Proven track record in leading initiatives, managing cross-functional relationships
- Completion of IFIC Mutual Funds Operations Course
- Unitrax Recordkeeping System knowledge
- FundSERV knowledge
Mindlance is an equal opportunity employer. We are committed to inclusive, equitable, barrier-free recruitment and selection processes, and work environment. We will be happy to work with applicants requesting accommodation at any stage of the hiring process.“We use AI in our Hiring processes”
Mutual Fund Administrator - Proficient · Mindlance