Position Status: Open - Existing Vacancy

Salary Range: $50,000 - $60,000 per year

We are currently looking to hire for our System Support team. In this position, the System Support team member will work with clients by providing them with system support on Harmony (portfolio management software). The role requires collaboration with intelligent, energetic, and driven colleagues in a friendly and agile office environment. You will be the primary point of contact for all system support inquiries for our clients.

DUTIES AND RESPONSIBILITIES

Provide day to day support of the Harmony system to customers.

Answer incoming phone calls and email inquiries regarding Harmony and other applicable systems.

Document all interactions with clients in the Client Management System.

Assist with client communications, custom reports, new client implementations, new feature launches.

Provide training of the Harmony and other applicable systems to new users.

Investigate client-reported issues by reviewing data, system configuration, workflows, and reporting outputs to determine root cause and recommend solutions.

Assist with system development to resolve technical issues and perform user testing for the development team.

Troubleshoot Harmony and other applicable system problems, identifying root causes, and investigating exceptions within established time parameters.

Assist with data reconciliation projects; develop and maintain accurate portfolio information for external clients and internal parties

Provide support and training to users and team members, and assist with daily administrative activities.

Help users optimize their experience with Harmony and other applicable systems.

Work with internal teams to assist the delivery of custom reports, client communication,



client conversion and implementations and other client management initiatives.

A keen client services focus, an outgoing and engaging personality, and a strong desire to support a software user base of financial industry professionals all contribute to your success in this role.

QUALIFICATIONS

Exposure to investment management, portfolio administration, reconciliation, performance measurement, or financial operations is considered an asset. Training will be provided.

Strong communications skills, including the ability to engage with clients to understand their business and operations requirements

Strong working knowledge of Microsoft Excel is considered an asset.

Strong analytical and problem-solving skills with the ability to investigate discrepancies, troubleshoot issues, and communicate findings clearly.

Strong time management and prioritization skills, as well as attention to detail

Self-motivated - 'Find a way to get it done' attitude

Diploma / Bachelor's Degree in Finance, Business, Economics, Math, Information Technology, or related field

Infinite Investment Systems Ltd (IIS) provides Equal Employment Opportunity and prohibits discrimination and harassment of any kind. IIS is committed to the principles of Equal Employment Prospect for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at IIS are based on business needs, job requirements and individual qualifications, without any prejudicial bias or any other status protected by the laws or regulations in the locations where we operate. IIS will not tolerate discrimination or harassment. If you need assistance or an accommodation due to a disability, you may contact us at [email protected].

#J-18808-Ljbffr

📌 System Support Associate (Ontario)
🏢 Infinite Investment Systems
📍 Ontario