Provide direct leadership to operations team and delivering on-the-job coaching and feedback to develop junior employees.
Provide oversight and review of daily, month-end and quarter-end operations, net asset value release, and reporting including identifying risks and assessing control adequacy.
Responsible for oversight of manual and automated trading and reconciliation process.
Interact professionally, cultivate business relationships, and work collaboratively with other functional areas and key business partners such as: Custodian Bank, Investment Managers, and auditors.
Leading and/or participating in continuous improvement, streamlining and documentation of processes
Leading and/or participating in professional practice, departmental initiatives, and special projects
Directly support junior employees in problem solving and assists management team with planning individual career development of employees, and workload balancing.
Responsible for supporting the training and development framework in the department
Participate in departmental business and resource planning
Requirements
University degree, majoring in accounting and/or finance, with a professional accounting designation
Completion of the Canadian Securities Course would be considered an asset
Experience with segregated funds, mutual funds and securities/investments would be considered an asset
Excellent analytical, problem solving and decision-making abilities.
Strong leadership skills with ability to lead processes and develop strong team members.
Experience with supervising and/or leading employees within a team environment
Well-developed organizational and time management skills, with the ability to deal with fluctuation work volumes, and possible competing priorities.
Effective communication skills, both verbal and written form, including experience delivering difficult messages and drafting formal business memos
Self-motivation with a passion to learn and embrace new challenges
Proficient with Microsoft Office, including Outlook and advanced Excel functions
Strong attention to detail.
Benefits
Career Development : Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Financial Security: Company-matching pension plan, share ownership program and additional investment options.
Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis on Community : We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.