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Operations Specialist - Financial Services

Toronto, ON M5J 2T3

Type: FE-Financial Services Job Number: 15536

Mutual Fund Back Office Escalations Leader

Perm Positionl to $80k

Downtown Toronto

Working for this boutique global investment firm you will be the ‘ go-to’ person and subject matter expert in the resolution or investigation of issues related to the transactional processing of trades.  Working closely with the 3rd party vendors and transfer agencies to resolve these discrepancies, you are expert at spotting irregularities, solving mutual fund trade related issues and have a minimum of 2 years experience handling such tasks.

Your have a solid knowledge of compliance, of AML and of systems related to mutual fund processing.

You excel in building relationships and can connect with all levels of stakeholders and employees as your resolve problems or identify issues.

This role handles a broad scope and the ideal candidate will come from an organization where they worked closely with multiple business lines.

  • Clear and concise communication skills.  Proven ability to explain, investigate and establish buy in from internal teams, vendors and business partners.
  • Advanced Excel for reporting and special projects
  • Data Analysis
  • EMD exposure
  • Transfer Agency experience – working to resolve issues


Completed post secondary

EMP, CSC and AML are great assets.


Please forward your resume to the attention of Lisa Brennan at;


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