Sales Enablement Specialist
Core
Operate end-to-end trade lifecycle operations including cash management, portfolio reconciliations, asset servicing, and credit functions.
Role type
Operational specialist (trade lifecycle & cash management)
Builds
Trade lifecycle operations, cash management processes, and reconciliation outputs
Domain
Financial services / Investment / Wealth management
Required skills
Trade lifecycle operations, cash management, portfolio reconciliation, asset servicing, risk management, process improvement, stakeholder communication, MS Office Suite, night shift adaptability
Preferred skills
LOMA, Canadian Securities Certification, CFSI, Accounting, LEAN, Six Sigma, Mainframe applications, Form based applications, market knowledge
Technologies
MS Office Suite, Outlook, Teams, Mainframe, Form based applications
Responsibilities
Perform day-to-day operations for trade lifecycle, cash management, reconciliation, corporate action, communications, and credit functions; Investigate and resolve trade and cash queries raised by Advisors and Call Centre; Manage risks related to trades and cash to avoid operational losses; Improve business processes and controls to mitigate operational risks; Communicate production updates and challenges to Management; Assist on projects by researching needs and developing solutions; Remain current with securities and investments industry developments
Seniority
Mid-level, hands-on IC