30 Oct
|
Educators Financial Group
|
Canada
30 Oct
Educators Financial Group
Canada
Use Fundserv, RPM, and mutual fund processing experience as an Operations Administrator at Educators Financial Group. Hybrid and remote arrangements are available.
This full time, nine-month contract reports to the Operations Supervisor and focuses on accurate, timely processing for financial and non-financial client transactions. You will review account documentation, maintain client information, coordinate transfers, and deliver support to internal and external clients. Your work contributes to departmental and organizational objectives while upholding service excellence.
Key Responsibilities:
- Review account documentation, KYC records, and transaction requests
- Coordinate account transfers with financial institutions
- Update account information, beneficiary changes, and PAC arrangements
- Perform routine account and data maintenance
- Monitor rejected trades, cut-offs, reconciliations, and cash balances
Requirements:
- Five years mutual fund processing and administration back-office experience
- College diploma or degree in business, commerce, or finance
- Canadian Investment Funds Operations Course completion
- Familiarity with Fundserv and RPM applications
- Attention to detail and strong written communication skills
Apply your Fundserv knowledge, documentation review, and transfer coordination skills to accurate mutual fund operations.
📌 Mutual Fund Processing Administrator (Canada)
🏢 Educators Financial Group
📍 Canada