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 strong written communication skills
Apply your Fundserv knowledge, documentation review, and transfer coordination skills to accurate mutual fund operations.
Mutual Fund Processing 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.
