Process financial transactions accurately as an Operations Administrator with Educators Financial Group through hybrid or remote work arrangements. Apply mutual fund administration expertise.
Reporting to the Operations Supervisor, this full-time, nine-month contract supports accurate, timely financial and non-financial client transaction processing. You will provide service to internal and external clients while supporting departmental and organizational objectives. The work includes investment transactions, documentation verification, account maintenance, and operational reporting.
Key Responsibilities:
- Process financial and non-financial client transactions accurately
- Verify documentation, approvals, policies, and regulatory requirements
- Process mutual funds, GICs, transfers, and electronic deposits
- Maintain client records, beneficiaries, account information, and PAC arrangements
- Prepare operational reports and reconcile deposits, trades, and cash balances
Requirements:
- College diploma or undergraduate degree in business or finance
- Five years mutual fund processing and back-office administration experience
- Completed Canadian Investment Funds Operations Course
- Experience with Fundserv and RPM applications
- Strong analytical, communication, Microsoft Office, and detail skills
Bring mutual fund processing, transaction accuracy, and operational reporting expertise to Educators Financial Group's client-focused administration team.
Financial Operations Administrator in Toronto employer: Educators Financial Group
At Educators Financial Group, we pride ourselves on being a top employer in the financial services sector, offering a collaborative and supportive work environment that prioritizes professional growth. Our comprehensive benefits package, including a defined benefit pension plan and generous vacation time, combined with our commitment to community engagement and employee empowerment, makes us an exceptional choice for those looking to make a meaningful impact in the education community. Join us in Kingston, where you can thrive both personally and professionally while helping clients achieve their financial goals.
