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Investment Operations Specialist Jobs

Investment Specialist-Mutual Funds, Bmo Investment Centre
By BMO At British Columbia, Canada
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
Escalates complex or unresolved customer situations to senior managers as required.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Broader work or accountabilities may be assigned as needed.
Manager, Investment Operations Jobs
By Manulife At Toronto, Ontario, Canada
Experience in portfolio management systems is an asset
Strong interpersonal and relationship management skills
Performs some or all of the following tasks: data management, data loads, runs scans, validation scripts, schedule production releases.
Post-secondary education and/or minimum 4-6 years equivalent work experience in the financial services industry
Successful completion or enrollment in a Project Management certificate course is an asset
Knowledge of and experience with securities instruments/settlement, foreign exchange, reconciliation, and investment accounting
Investment Specialist Jobs
By BMO At Maple Creek, Saskatchewan, Canada
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Good working knowledge of financial industry.
Verbal & written communication skills - Good.
Investment Operations Specialist Jobs
By Compunnel Inc. At Toronto, Ontario, Canada
Required to complete any and all Anti Money Laundering, Complaint Management and PIPEDA courses delivered by the company
Processing the daily reports monitoring know your client (KYC) updates and account opening paper requirements received with regulatory timelines.
Accounts are restricted and updated when out side of the time requirement.
Majority of this role is data entry, using excel spreadsheets and reviewing documentation received.
Experience in Dataphile is an asset;
Demonstrated proficiency in MS Office (Word, Excel) skills;