24 Oct
|
Educators Financial Group
|
Ontario
24 Oct
Educators Financial Group
Ontario
Process financial transactions accurately as an Operations Administrator with Educators Financial Group through hybrid or remote work arrangements. Apply mutual fund administration expertise.
Reporting to the Operations Supervisor, this full-time, nine-month contract supports accurate, timely financial and non-financial client transaction processing. You will provide service to internal and external clients while supporting departmental and organizational objectives. The work includes investment transactions, documentation verification, account maintenance, and operational reporting.
Key Responsibilities: Process financial and non-financial client transactions accurately
Verify documentation, approvals, policies, and regulatory requirements
Process mutual funds, GICs, transfers, and electronic deposits
Maintain client records, beneficiaries,
account information, and PAC arrangements
Prepare operational reports and reconcile deposits, trades, and cash balances
Requirements: College diploma or undergraduate degree in business or finance
Five years mutual fund processing and back-office administration experience
Completed Canadian Investment Funds Operations Course
Experience with Fundserv and RPM applications
Solid analytical, communication, Microsoft Office, and detail skills
Bring mutual fund processing, transaction accuracy, and operational reporting expertise to Educators Financial Group’s client-focused administration team.
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📌 Financial Operations Administrator (Ontario)
🏢 Educators Financial Group
📍 Ontario