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 |