Business Processing Coordinator (Fixed Term)
Core
Managing the onboarding relationship for new advisors and branches, including processing transactions, setting up accounts, and maintaining existing advisor records.
Role type
Business Processing Coordinator
Builds
Onboarding workflows for new financial advisors and branches
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Financial processing, account setup, transaction processing, documentation review, queue management, SLA adherence
Preferred skills
Financial industry experience, client service, IFIC Operations or Canadian Securities Course, bilingualism
Technologies
Dealer back-office systems, fund company systems
Responsibilities
Coordinate branch user set up and access, train new branches on paperwork and processes, manage queues for non-financial and financial processing, review documentation prior to processing, follow up on outstanding transfers, manage daily maintenance of existing advisors including book movements and terminations
Seniority
Entry to Mid-level, hands-on operational role