ResponsibilitiesEnsure that all Adjustment Processing cases assigned are completed accurately, on target and within regulatory standards, First Time Right Processing and Quality Control in order to maximize client experience, and assist other Investor Services (IS) departments/teams in the resolution of client issues in order to maximize client experience.Programs / Technology / SoftwareWhat program/technology/software knowledge is essential for this role? Describe in what capacity the selected candidate will be using it:MS OfficeMust-Have Skills / Experience / Education1–4 years experienceExperience within Shareholder Services or similar multi-client mutual fund administration environmentGood working knowledge / experience in the financial services industry, specifically in Mutual Fund and Segregated Funds administrationSound knowledge of Error Corrections, compliance / regulation – including Registered ProductsDemonstrated ability to work successfully in a quick-paced,



high stress environmentCommunicate effectively with both internal and external client groupsComputer Literacy – IntermediateSound technical and analytical skills in running/debugging various applications and macros including MS OfficeNice-to-Have Skills / Experience / EducationProven track record in leading initiatives, managing cross-functional relationshipsCompletion of IFIC Mutual Funds Operations CourseUnitrax Recordkeeping System knowledgeFundSERV knowledgeThe expected base salary range for this position is $22 – $22 per hour, depending on experience, skills, and internal equity. In addition to base salary, this role may not be eligible for other forms of compensation, including bonuses, commission (if applicable), and/or other incentives, as well as a comprehensive benefits package. Final compensation will be determined based on job-related skills, experience, and market factors.We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

📌 Mutual Fund Representative (Toronto)
🏢 Collabera
📍 Toronto