Senior Operations Analyst - Statement Specialist

Scotiabank•Toronto, ON

13d•Onsite

About The Position

The Senior Operations Analyst, Statement Specialist is responsible for coordinating and supporting the production of the 1832 Asset Management LP quarterly and annual statements. The incumbent works closely with vendors and internal teams to define process requirements and ensure that production deadlines are met, while ensuring accurate reporting. Additionally, they are responsible for providing support to project leaders & managers and are actively involved in business initiatives and process analysis.

Requirements

3-5 years of operations experience and an in-depth understanding of the Canadian Investment Industry
Creativity, are a self-starter, results-oriented, and highly motivated with good analytical skills to provide resolution to complex business problems
Effective communication skills, both verbal and written to provide client support and maintain documentation
Excellent mathematical, conceptual, and problem- solving skills
The ability to effectively prioritize and manage multiple initiatives with varying degrees of urgency and differing deadlines
A strong attention to detail and the ability to recognize errors and ensure accurate results
Sound knowledge of systems/application and computer technology, including strong Excel knowledge
The ability to be flexible as overtime will be required during peak periods

Responsibilities

Ensure all quarterly and annual client statements are run, printed, reviewed, and sent to clients on time, adhering to strict quality standards
Review the accuracy of client portfolios by running various reports (Mpower and queries) to investigate and update discrepancies
Review and balance any Statement of Change and Detail of Holdings discrepancies
Co-ordinate with 1832 Asset Management business & internal and external partners for timely delivery of statements
Participate in testing and implementation of internal operational enhancements and troubleshoot items that arise
Create and deliver reporting that addresses the current needs of the 1832 Asset Management Business and collaborate with management to proactively anticipate future requirements and business impacts, including creating and updating SOPs as necessary
Perform customer service duties in a professional and thorough manner
Communicate effectively with all levels of staff including Senior Management, exercise proper judgement and ensure confidentiality is maintained
Set working priorities autonomously, or as part of the Operations team, ensuring deadlines are met for both standard and rush assignments
Maintain direct adherence to the Company and Bank security procedure
Perform other duties as assigned