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:

  • Process investment advisor’s code changes on Dataphile and FundServ

  • Follow up on pending or rejected items until resolved

  • Assist with GIC processing, including certificate updates, maturity notifications, interest, and maturity payments

  • Handle GIC-related trade orders, interest, maturity payments, rollovers, and monthly reconciliation

  • Escalate unresolved issues promptly

  • Recommend updates to WWM’s policies and procedures manual

  • Participate in regulatory audits and ad-hoc projects

  • Adhere to policies and meet required service levels

  • Perform other duties as assigned


Qualifications:

  • Post-secondary education required

  • 2 to 4 years experience within IIROC or MFDA environment

  • Strong proficiency in Microsoft Office

  • Exceptional problem-solving skills with ability to work independently

  • Strong communication, organizational skills, and attention to detail

  • Team player with flexibility to adapt to changing business needs


Compensation:

  • Salary commensurate with experience

Organization Worldsource Wealth Management
Industry Banking / Financial Services Jobs
Occupational Category Operations Administrator
Job Location Markham,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 2026-01-05