Lead institutional custody servicing at National Bank Trust in Toronto, using securities processing and cash management expertise daily. Support complex client needs through operational systems.
This senior individual contributor role serves as the primary contact for institutional custody clients. You will manage operational inquiries involving settlements, securities positions, corporate actions, and reconciliations. The position supports ETF-related operations, issue investigation, and timely solutions across multiple teams.
Key Responsibilities
Serve as primary contact for institutional custody client portfoliosSupport settlement, cash movement, position, and reporting inquiriesInvestigate operational issues within internal systemsAnalyze transactions, balances, positions,
and exceptionsCoordinate resolution with operations, technology, and business teamsRequirements:
Bachelor's degree in finance, business, accounting, economics, or related disciplineMinimum five years' experience in custody or securities operationsUnderstanding of settlement, safekeeping, corporate actions, and custody workflowsExperience supporting institutional clients with complex inquiriesAbility to use operational systems and reporting tools independentlyApply custody operations, client servicing, and analytical expertise to resolve institutional issues for National Bank Trust clients.
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📌 Senior Custody Client Services Manager (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg
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