Trade Support Analyst

CI Financial • Toronto, ON

2d • CA$42,500 - CA$71,000 • Onsite

About The Position

The CIIS Trade Support Analyst is responsible for the handling of mutual fund trading for the CIIS trade desk. Reporting to the VP, Trading, the Trade Support Analyst is responsible for supporting trade desk daily activities including the allocation of trades, handling mutual fund rejections and handling of client inquiries.

Requirements

• 1-2 years experience in the financial industry, preferably experience with mutual funds
• Proficiency with Excel
• Proven analytical and investigative skills with attention to detail.
• Excellent customer service skills, conflict resolution skills, written and verbal communication skills.
• Ability to prioritize and multi-task in a fast-paced environment.
• Self motivated but with desire to work as part of a highly cohesive team.

Nice To Haves

• Canadian Investment Funds Operations course (CIFOC) or CSC course considered an asset
• experience using Fundserv and CANNEX would be an asset

Responsibilities

• Processing of mutual fund trades files and follow up on rejected trades
• Handling of transaction corrections and preparation of LOIs when required
• Resolving trade related inquiries in a prompt, courteous and professional manner
• Communicate and collaborate with internal teams to resolve trade related issues
• Other duties and ad hoc projects relevant to the position shall be assigned as required

Benefits

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed