Service Associate (Winnipeg)

Location: Hybrid (Downtown, Toronto)

Duration: 4 months

Our client, a leading financial institution in Downtown Toronto, is looking for a Service Associate to process client requests in various capacities as they relate to entitlement functions. Placing a priority on answering client inquiries immediately, mitigating any sort of deviation on path toward the resolution of such. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in Role

• Analyze workflow processes to identify opportunities for improving operational efficiencies. Likewise, ensuring all processes properly ensure operational risks are ultimately mitigated.
• Maintaining and troubleshooting robotic process automations where applicable.
• Receiving and sending funds for purposes of allocation to client’s who are entitled both externally and internally.
• Liaison with business/operations partners where needed & work on tracking and testing tax impute as required.
• Timely reconciliation and resolution of funds outstanding due to less than straight forward circumstances.
• Performs clerical duties as necessary, such as preparing reports requiring specialized procedures, answering phone calls, bookkeeping, completing routine forms and maintaining records and filing, etc.
• Communicate with employees, and other individuals to answer questions, disseminate or explain information, and address complaints.
• Compile, copy, sort, and file records of business transactions and other activities.
• Compute, record and proofread data and other information, such as records or reports.
• Maintain and update filing, inventory, mailing, and database systems.

Must-Have Skills

• Reconciliation and balancing of funds, under time sensitive deadlines
• Basic knowledge of Income allocation (i.e., long/ short or credit/ debit) and balancing payments inbound or outbound
• Exceptional proficiency in Microsoft Excel, Word and an Intermediate to advanced proficiency in Microsoft Access skills
• Problem solving skills and willingness to take on extra initiatives
• Excellent organizational and time management skills
• High client service focus
• Strong communication/analytical skills
• Excellent interpersonal skills and ability to multitask and work with various competing priorities and timelines.
• Risk Management and mitigation focus mindset
• 2+ years of client services or financial industry operations experience
• Experience in data entry

Nice‑To‑Have Skills

• Completion of Canadian Securities Course (CSC).
• Knowledge of Wealth Management systems (Broadridge/On Demand/Client Source)
• Advanced knowledge of Microsoft Access, specifically database creations for automation initiatives requiring VBA writing knowledge

Soft Skills

• Communication and teamwork
• Leadership characteristics and active listening
• Decision making and problem solving
• Collaboration and advanced organizational skills
• Advanced writing skills and work ethic
• Conflict resolution and patience

Education

• College diploma in accounting, business or finance

Compensation

The hourly compensation range for this role is $19/hr to $21/hr.

EEO Statement

FP Inc. is committed to creating an inclusive setting where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position.

We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.