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Business Processing Administrator (6 month contract)

  • Employer: Fundex Inc.
  • Office: 400, Applewood Crescent
  • City: Concord
  • Province: Ontario
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10000509
  • Job type: Temporary Job Full time

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.

Description

We are looking for 3 Business Processing Administrators to join our team on contract during the RRSP season.

Reporting to the Operations Manager, the Business Processing Administrator will be responsible for the following duties:

-Placing trades and ensuring that processing deadlines are met.

-Data Entry – Setting up clients and KYC information using our back office system (Winfund)

-Proper and timely placement of electronic transactions and ensuring that daily deadlines are met

-Prepping daily transaction documents

-Communicating with various fund companies as required

-Other duties as assigned

Required Profile

-1-2 years office experience.

-Knowledge of Mutual Funds Operations/Administration - such as business processing, settlement of trades, trust accounting, etc. required.

-Previous experience working for a Mutual Fund Dealer Head Office, fund company or branch office is a definite asset.

-Completion of IFIC Operations course an asset.

-Energetic and positive work ethic.

-Knowledge of Winfund an asset.

-Must be able to work in a fast-paced environment where multi-tasking, attention to detail, organization and prioritization skills are a definite requirement.

-Able to work well within a close team environment.

Special Working Conditions

- Overtime may be asked during RRSP season

iA Financial Group is committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to accessiblecareers@ia.ca

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

Our Commitment

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to accessiblecareers@ia.ca.