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Portfolio Initiatives And Administration Officer Jobs

Analyst, Portfolio Administration/Analyste, Administration De Portefeuilles
By PineStone Asset Management Inc. At Montreal, Quebec, Canada
Coordinate and manage the client onboarding process and ongoing cashflows.
Bachelor’s degree in accounting, Finance, Commerce, or another relevant degree
Minimum of 5 years of experience in securities operations and portfolio accounting
Knowledge of SimCorp Dimension, ISS, Factset, Bloomberg, Nexen
C ompetitive compensation and benefits package
Baccalauréat en administration, finance, comptabilité, économie ou dans un domaine connexe
Administration Officer [Scotiabank] Jobs
By CareerBeacon At Sherbrooke, Quebec, Canada
Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, non-registered investments and applicable taxrelated issues
You will work with a Advisors, as well as a larger Regional team of Administrators.
You will maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
You will ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently.
You will liaise with Accountants and third parties to provide tax documents or statements as requested.
You will perform general office duties, including reception coverage, when required.
Administration Officer Jobs
By MD Financial Management | Gestion financière MD At Sherbrooke, Quebec, Canada
Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, non-registered investments and applicable taxrelated issues
You will work with a Advisors, as well as a larger Regional team of Administrators.
You will maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
You will ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently.
You will liaise with Accountants and third parties to provide tax documents or statements as requested.
You will perform general office duties, including reception coverage, when required.
Administration Officer Jobs
By ClickJobs.io At Toronto, Ontario, Canada

Job Description Founded in 1846, Laurentian Bank Financial Group (LBCFG) is a diversified financial services provider whose mission is to help its customers improve their financial health. The ...

Branch Administration Officer Jobs
By Teachers Plus Credit Union At Halifax, Nova Scotia, Canada
Collaborates with the Manager, Operations in the provision of performance feedback and the identification of staff developmental needs.
Reporting to the Manager, Operations the
A strong belief in continuing education for both self-fulfillment and to improve how we do our job
Determines cash needs of the branch.
Reconciles current and internal accounts
Resolves accounting issues and discrepancies.
Administration Officer - Yvr
By Airco Transportation / Core Logistics At Richmond, British Columbia, Canada
Basic bookkeeping skills including recording and tracking payables and receivables (no specific software knowledge required)
Data entry and data verification for cargo related transactions (no logistics experience required)
Follow up with appropriate individuals to address transaction discrepancies or missing information
Answer phone calls and assist customers at the front desk (minor part of duties)
Track various office supplies (toiletries, stationary etc) and order replenishments
Abilit to adapt to changing circumstances and take on additional tasks on a temporary or permanent basis
Membership And Administration Officer
By Families Canada / Familles Canada At Ottawa, Ontario, Canada
Experience working with Member365 (or other Membership Managements Systems / CRMs)
Experience working with TalentLMS (or other Learning Management Systems)
Maintain, update and monitor Membership Management System (MMS)
Provide general assistance to Finance Officer on an as-needed basis
Experience managing a Shopify store
Piloting, adapting, and scaling evidence-based programming