Operations Administrator
Description:
This is a contract position until October 2026. The Administrator will support the Rep. Code and GIC desks, performing various operational duties with a focus on detail, organization, and proactive issue resolution. The role requires a motivated, energetic individual who can work independently and efficiently within service level agreements.
Responsibilities:
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Process investment advisor’s code changes on Dataphile and FundServ
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Follow up on pending or rejected items until resolved
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Assist with GIC processing, including certificate updates, maturity notifications, interest, and maturity payments
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Handle GIC-related trade orders, interest, maturity payments, rollovers, and monthly reconciliation
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Escalate unresolved issues promptly
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Recommend updates to WWM’s policies and procedures manual
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Participate in regulatory audits and ad-hoc projects
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Adhere to policies and meet required service levels
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Perform other duties as assigned
Qualifications:
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Post-secondary education required
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2 to 4 years experience within IIROC or MFDA environment
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Strong proficiency in Microsoft Office
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Exceptional problem-solving skills with ability to work independently
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Strong communication, organizational skills, and attention to detail
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Team player with flexibility to adapt to changing business needs
Compensation:
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Salary commensurate with experience
| Organization | Worldsource Wealth Management |
| Industry | Banking / Financial Services Jobs |
| Occupational Category | Operations Administrator |
| Job Location | Markham, ON, Canada |
| Shift Type | Morning |
| Job Type | Full Time |
| Gender | No Preference |
| Career Level | Intermediate |
| Experience | 2 Years |
| Posted at | 2025-05-18 5:39 pm |
| Expires on | 2026-11-29 |