Investor Services, Officer

State Street • Toronto, ON

7d • Onsite

About The Position

The Investor Services Officer will be responsible for overseeing the Investor Services client service team, managing client relationships, and serving as an escalation point for technical issues. This role ensures adherence to policies and procedures, promotes best practices, and seeks continuous improvements for team efficiency and productivity.

Requirements

• Degree in Finance and/or Business Related area (minimum 2.2) or relevant working experience.
• 4 -6 years Fund Administration experience with at least 2 years people management experience.
• Proficient in Microsoft Office applications in particular Excel.
• Experience in working to tight deadlines, with an ability to multi task and to work calmly under pressure.
• Experience in Client Relationship Management is essential for this role.
• Good working knowledge of AML and regulations impacting the industry.

Responsibilities

• Responsible for the final sign off on internal (e.g. NAV), client and investor reporting to ensure all fund activity is recorded accurately and in line with agreed Policies and Procedures
• Taking full ownership on daily, cash and trade reconciliations.
• Oversight of the Investor Services team, managing key priorities on a daily basis, planning teamwork, managing team resources including recruitment of new staff.
• Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction.
• Act as a point of contact for client escalation.
• Develop and implement key improvements on process, procedures and new policy changes into the department.
• Work with internal development on system enhancements to improve efficiency and productivity within the team.
• Promote a risk awareness culture within the team to drive the zero-error policy.
• Proactively identify gaps in internal key controls and work with wider IS manager/director group to close gaps.
• Responsible for the effective management of the team and all associated HR Policies, performance and career developments.
• Participate in department wide training efforts – draft and deliver training course and facilitate ‘on the job’ training.

Benefits

• retirement savings plan (401K) with company match
• insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• access to our Employee Assistance Program
• incentive compensation including eligibility for annual performance-based awards
• paid volunteer days

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level