01 Nov
|
Educators Financial Group
|
Toronto
01 Nov
Educators Financial Group
Toronto
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 robust written communication skills
Apply your Fundserv knowledge, documentation review, and transfer coordination skills to accurate mutual fund operations.
📌 Mutual Fund Processing Administrator Toronto
🏢 Educators Financial Group
📍 Toronto