Business Processing Coordinator (Fixed- Term)
Core
Manage onboarding and daily transaction processing for new financial advisors and branches, ensuring accuracy in account setup, transfers, and fee processing.
Role type
Business Processing Coordinator
Builds
Operational support for advisor onboarding and daily financial transaction workflows
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial processing, Account setup, Transaction management, Documentation review, Queue management, Client communication
Preferred skills
Financial industry experience, Client service experience, IFIC Operations or Canadian Securities Course, Bilingualism
Technologies
Dealer back office systems, Fund company systems
Responsibilities
Coordinate branch user setup and access, Train new branches on paperwork and processes, Manage queues for new account setup and non-financial transactions, Review documentation for accuracy before processing, Follow up on outstanding transfers within SLA, Manage daily maintenance for existing advisors including book movements and terminations
Seniority
Entry to Mid-level, hands-on IC