Support Services Specialist - Investments
About The Position
As a Support Services Specialist, you will act as the Support Expert for all Registered and Non-registered products. You will provide product/service recommendations and advice to Wealth Advisors, act as an expert resource for training branch Staff and Managers on all investments products, and participate in special projects as required. You will provide expert advice, documentation support, and accurate processing according to FSCO and OSFI legislation for Wealth advisors. Additionally, you will provide advice, documentation support, and accurate processing for specialty registered withdrawal types such as homebuyers, transfer outs, marriage breakdown, and bankruptcy monitoring. You will manage, review, and request discretionary approvals from DM’s and WM. A key responsibility includes the daily verification of account transactions completed by Staff for accuracy and completeness. You will also advise and perform error corrections for Branch Staff, and advise Managers if frequent issues are identified. You will be responsible for the setup, maintenance, and administration of all Registered products files, and process registered transactions administered by back office. You will oversee and triage support requests through the Support Services ticket system and be responsible for the maintenance, support, and administration of Class A and B Shares.
Requirements
- High School Diploma or GED Equivalent
- Two years’ experience in a related position.
- Excellent customer service, organizational and sales skills
- New employees are required to disclose their vaccination status as a condition of hire. If applicable, new employees must provide proof of vaccination status on or before their first day of work.
Nice To Haves
- Post-secondary education with emphasis in accounting would be an asset
- Expert knowledge of CRA guidelines related to Registered products would be an asset
- Expert knowledge of CRA guidelines related T5, T4’s and NR4’s would be an asset
Responsibilities
- Provide product/service recommendations and advice to Wealth Advisors
- Act as an expert resource for training branch Staff and Managers on all investments products and participate in special projects as required
- Provide Expert advice, documentation support and accurate processing according to FSCO and OSFI legislation for Wealth advisors
- Provide advice, documentation support and accurate processing for specialty registered withdrawal i.e. homebuyers, transfer outs, marriage breakdown and bankruptcy monitoring
- Manage, review and request discretionary approvals from DM’s and WM.
- Daily Verification of account transactions completed by Staff for accuracy and completeness.
- Advise and perform error corrections to/for Branch Staff, advising Managers if frequent issues are identified
- Responsible for the setup, maintenance and administration of all Registered products files
- Process registered transactions administered by back office
- Responsible for overseeing and triaging support requests through Support Services ticket system
- Responsible for the maintenance, support and administration of Class A and B Shares
Benefits
- plus applicable benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
