JOB DESCRIPTIONLocation: Hybrid (Downtown, Toronto)Duration: 4 monthsOur client, a leading financial institution in Downtown Toronto, is looking for a Service Associate to process client requests in various capacities as they relate to entitlement functions. Placing a priority on answering client inquiries immediately, mitigating any sort of deviation on path toward the resolution of such. The successful candidate will have the prospect to work with one of the Top 5 Banks in Canada.Typical Day in RoleAnalyze workflow processes to identify opportunities for improving operational efficiencies. Likewise, ensuring all processes properly ensure operational risks are ultimately mitigated.Maintaining and troubleshooting robotic process automations where applicable.Receiving and sending funds for purposes of allocation to client’s who are entitled both externally and internally.Liaison with business/operations partners where needed & work on tracking and testing tax impute as required.Timely reconciliation and resolution of funds outstanding due to less than straight forward circumstances.Performs clerical duties as necessary, such as preparing reports requiring specialized procedures, answering phone calls, bookkeeping, completing routine forms and maintaining records and filing, etc.Communicate with employees, and other individuals to answer questions, disseminate or explain information, and address complaints.Compile, copy, sort, and file records of business transactions and other activities.Compute, record and proofread data and other information, such as records or reports.Maintain and update filing, inventory, mailing, and database systems.Must-Have SkillsReconciliation and balancing of funds, under time sensitive deadlinesBasic knowledge of Income allocation (i.E.,



long/ short or credit/ debit) and balancing payments inbound or outboundExceptional proficiency in Microsoft Excel, Word and an Intermediate to advanced proficiency in Microsoft Access skillsProblem solving skills and willingness to take on extra initiativesExcellent organizational and time management skillsHigh client service focusStrong communication/analytical skillsExcellent interpersonal skills and ability to multitask and work with various competing priorities and timelines.Risk Management and mitigation focus mindset2+ years of client services or financial industry operations experienceExperience in data entryNice-To-Have SkillsCompletion of Canadian Securities Course (CSC).Knowledge of Wealth Management systems (Broadridge/On Demand/Client Source)Advanced knowledge of Microsoft Access, specifically database creations for automation initiatives requiring VBA writing knowledgeSoft SkillsCommunication and teamworkLeadership characteristics and active listeningDecision making and problem solvingCollaboration and advanced organizational skillsAdvanced writing skills and work ethicConflict resolution and patienceEducationCollege diploma in accounting, business or financeFP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $19/hr to $21/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.#J-18808-Ljbffr

📌 Service Associate - $19 - $21 An Hour (Winnipeg)
🏢 FP
📍 Winnipeg