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Senior fund operations advisor (Back office)

Downtown Montreal
Financial & Investment Funds | Finance | #3993
Permanent | French
Differentiating elements
  • Autonomy & Latitude
  • Flexibility & Quality of Life
  • Growing Environment
  • Key Role with High Added Value
  • Professional Development
  • Teamwork

About the employer

A private asset management firm offering investment services to a mainly institutional clientele, with strong growth both in Canada and internationally. With a strong focus on growth, innovation and customer satisfaction, it has created a dynamic and inclusive work culture. Its mission is to provide diversified, high-quality investment solutions.

Benefits

Insurance from day 1 (medical, dental) - Employer's contribution to a retirement savings plan with no management fees - 4 weeks' vacation - Closed during the holiday season - 5 personal days - Employer's contribution for sports/leisure activities - Free coffee - Occasional Happy Hours - Hybrid work model (2 to 3 days a week in the office) - Stimulating and flexible work environment

Your responsibilities in a few words!

Integrate internal and external fund transactions – Settle fund transactions (electronic transfers, wire transfers, cheques) – Reconcile in-trust bank account – Monitor registered accounts – Administer employee investment accounts (group RRSPs) – Produce tax statements for mutual funds – Manage complete customer operating cycle (quotations, transactions, performance, customer reports) – Participate in continuous improvement projects for financial processes

Your assets for this position!

Bachelor's degree in business administration, ideally with a finance option
Back office experience, including fund operation or administration
Process improvement skills
At ease in a growing SME environment
Interest in learning about tax issues and alternative products (an asset)
Good collaboration skills and attention to detail
Ability to invest passionately in a growing environment
Bilingualism required

Summary

An ideal opportunity for an autonomous, proactive and rigorous person, capable of adapting to a stimulating and constantly evolving work environment. A professional looking for a long-term commitment in a fast-growing environment where continuous learning is valued. You will have the opportunity to take initiatives and actively participate in projects to improve financial processes. You’ll fit in well with a collaborative, caring team, where your thoroughness and attention to detail will be appreciated. This opportunity will enable you to develop your fund operations skills while benefiting from a flexible and stimulating working environment. Join us to contribute to the continuous growth of our company and to benefit from numerous professional development opportunities!

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