Investment Products Specialist Position Available In Essex, New Jersey

Investment Products Specialist

Job ID:

25-09603

Job Title:

Investment Products Specialist

Location:

Toronto, ON M5X 1A1

Duration:

12 months

Contract Type:

T4 only

Pay Rate:

CA$31.72/Hour

Role Mandate:

This group is the Operations team of Wealth Management. The team provides end-to-end support for Client’s mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders.
They deliver operational processes and provide after-sales support to the personal wealth and asset management businesses and stakeholders.
Areas of operational expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.

Role Responsibilities:

Being the face of product management
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Communicates with internal business partners and external customers in response to standard and non-standard inquiries.
Monitors and tracks performance, and addresses any issues
Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Executes work to deliver timely, accurate, and efficient service
Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
May function as a problem-solving resource for various internal stakeholders.
Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing, and implementation of projects and new / revised products, services, or processes.
Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
Checks and reconciles information and documentation critical for global markets to ensure accuracy and completeness.
Analyzes data and information to provide insights and recommendations.
Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.
Supports the development of tools and delivery of training focused on delivering business results.
Mapping out cross-team process flow

Must Have Skills:

Organization Skills
Ability to prioritize based on urgency
Post-secondary education (any field)
Willingness to learn and collaborate
Discipline and willingness to follow through
At least 2 years of in-office experience
Trustworthiness
Taking initiative