:

As part of Business Processing Team, you will be responsible for the following duties on a daily basis:

· Financial Transaction Processing (wire order trades and non-wire order trades)

o Buy, Sell, Switches, Internal and External Transfers o PAC, SWP & Non-Financial updates o Client and plan setup, NAAF/KYC updates

· Assignment on Special Projects

Qualifications Required

· Strong industry experience in the subjects outlined above

· Completion of IFIC / CSC

· Experience in FundSERV / myserv / messageserv system

· Experience using Winfund Back Office System is a bonus

· Strong organizing skills and good communication skills, both verbal and written

· Mastered the use of Microsoft, including Excel and Word

· Customer service oriented and ability to deal with financial advisors and fund companies

· Ability to perform multi-tasking

· Strong problem solving ability

· Ability to work well under pressure

Self-motivated; ability to work independently

Job Types: Full-time, Permanent

Pay: From $35,000.00 per year

Perks

- Casual dress
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Work Location: In person

📌 Processing Administrator - Mutual Fund Operation (Richmond Hill)
🏢 Keybase Financial Group Inc/Argosy Securities
📍 Richmond Hill