Business and Financial Analyst tasked with financial and data analyses for Navitas' operations in North America. Supporting reporting requirements and collaborating with stakeholders in Burnaby, British Columbia.
MB
Hybrid Entry Level Wealth Operations Specialist, Trust & Investment Services
Posted last month
About the role
- Provides operational support to the Wealth & Institutional Services Division, resolving transaction issues and ensuring compliance. Engages with Financial Advisors and Investment Managers for successful operations.
Responsibilities
- Provides operational support to the WISD (Wealth & Institutional Services Division) and its clients
- Resolve problems with transactions by communicating directly with internal Financial Advisors, Investment Managers and third parties
- Work with Middle and Front Office to resolve problems with requests submitted
- Balance, report, and research all exception items that settle through various depositories, general ledger and house accounts
- Process and record specific types of transactions relating to investment cash and assets
- Monitor the group mailbox for incoming work and inquiries
- Complete independent verification of transactional activity processed by other team members
- Support and recommend the implementation of process improvements for the area
- Interpret data received from internal and external parties to process moderately complex transactions
- Identify and report all risk and compliance issues, breaches and suspicious activities to management
- Prioritize and manage own workload to meet service level agreements and internal service delivery standards
- Understand and adhere to the Company’s risk and regulatory standards
Requirements
- Associate’s degree and a minimum of 1 years’ general work experience
- In lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience
- Effective communication skills
- Detail-oriented
- Good organizational skills
- Strong mathematical skills
- Knowledge of pertinent spreadsheet and word processing software
Benefits
- Health insurance
- Retirement plans
- Forty hours of paid volunteer time each year
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