Permanent

Department: Full Services Operations (820)

30 Adelaide Str, East

Toronto, Ontario, M5C 3G9

Canada

Number of Positions: 2

Who We Are
With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C; Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Imagine yourself at IFDS
Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.

Role Overview
The Dealer Services Support team is part of the Full Service Domestic Operations Department. The Dealer Services Analyst’s mandate is to manage day to day dealer requests including organizing, assigning and assisting to complete daily work and assessing volumes based on current staffing levels to meet SLAs. The Dealer Services Analyst must also play a supporting role as a subject matter expert resource for the remainder of the Dealer Services team and is expected to provide guidance, oversight, coaching and assistance to the other team members when required, and is a senior point of escalation within the dealer services team.





Role Responsibilities
Technical

Able to assist with the capture of business requirements related to bulk dealer change requests of all kinds.

Remains accountable for quality of all team members by providing quality control checks on outbound communications and on the most complex transaction processing.

Maintains intimate and expert knowledge of all processes and procedures for all domestic clients as well as systems.

Able to fully document all dealer services’ process and procedures (swim lane, narrative, Knowledgebase updates) and routinely validates current documentation suite to ensure accuracy.

Seeks to increase efficiency of processes through periodic review or process evaluation.

Maintains expert working knowledge of Fundserv and all associated applications.

Proficient in communicating complex problems within the team when required to source for solutions.

Client/Dealer

Provide call resolution for all requests that fall within the scope of the Dealer Services’ responsibilities.

Maintains a deep understanding of the industry with a dealer focus and proactively anticipates issues with service and seeks to proactively manage processes and procedures to mitigate service risks.

Provide research and analysis directly linked to dealer issues.

Responsible for dealing with escalations as required

Ensures all security validations are maintained in all communication streams as required.

Minimum Qualifications

Solid knowledge of financial mutual fund record keeping systems and transfer agency operations business process

Strong knowledge of dealer back office processes and procedures.

Robust Knowledge of the mutual fund processing and the administrative back-office





Minimum 3 - 5 years’ experience in the financial service industry and preferably in dealer back office or mutual fund processing, including trade corrections and/or intimate Registered Products processing knowledge and advanced regulatory working knowledge

Able to operate independently in stressful situations in resolving dealer and client issues

Highly analytical with a high degree of attention to detail; ensuring high accuracy on all activities

Expert research / information gathering / analytical and problem-solving skills - takes a logical approach to analyzing problems. Systematically researches information and explores alternatives to solve problems.

High level of competency with MS suite, including but not limited to; Excel, Visio, Word, Powerpoint.

Strong Knowledge of Fundserv

Knowledge of iFAST Desktop system, iFAST Base & surround products

IFIC Operations and Procedures course; CSC certification (asset)

AODA Statement
IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Salary Range
Pay Range (CAD $): 61,000 - 77,000

IFDS Provides

Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package

Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH

Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs

Inclusive Culture: Our inclusive work environment supports equity and values diversity

Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs

Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs

Section: Client Experience Operations

#J-18808-Ljbffr

📌 Dealer Services Analyst (Ontario)
🏢 International Financial Data Services (IFDS)
📍 Ontario