Transactions Processing Officer – Mutual Funds/GIC/IFIC

Are you experienced in back-office operations within the financial sector? Apply Now!

Working with one of our top financial clients, this role calls for a Transactions Processing Officer – Mutual Funds/GIC/IFIC. This position involves handling high-volume transfer processing, responding to escalation inquiries, and ensuring accurate back-office operations within a dynamic team environment. The role offers excellent opportunities for career growth, skill development, and exposure to investment products.

Pay rate range (CAD): $17.60/hr – $27.70/hr

Responsibilities

Process 50-100 back-office transfers daily, including mutual funds, GICs, and stocks
Review, verify, and accurately execute transfer requests
Respond to escalations from sales and front-end teams promptly and professionally
Maintain detailed documentation of transactions and escalations
Collaborate with internal teams to resolve transaction issues effectively
Ensure compliance with internal policies and regulatory standards
Manage workload efficiently, prioritizing tasks to meet service level agreements
Participate in ongoing training to stay updated on product and process changes
Desired Skill-Set

Minimum 5 years of banking or financial services operations experience
Proficiency in Microsoft 365 (Excel, Outlook, Word)
Extensive transfer and transaction processing experience
Strong attention to detail and accuracy
Excellent time management and ability to multitask
Effective written and verbal communication skills
Ability to work independently and handle high transaction volumes
Nice to Have

Experience with investment products such as GICs, stocks, and mutual funds
CSC certification or IFIC designation
Familiarity with back-office operations in a fast-paced environment
Prior experience in a similar role within a retail banking context
Tech-savvy with proficiency in financial software tools