Business Processing Associate
Core
Process financial transactions, analyze trade requests, and ensure accurate documentation for client accounts.
Role type
Business Processing Associate (Operations Back-office)
Builds
Financial transaction records and client account data
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial transaction processing, trade request analysis, data reconciliation, documentation management, communication with third parties, regulatory compliance (RRSP/RESP/RRIF/LIRA/LIF)
Preferred skills
Business or Accounting education, CSC or IFIC Mutual Funds certification, investing fundamentals knowledge, data entry experience, back-office operations knowledge
Technologies
Message service, fax, systematic transaction systems
Responsibilities
Analyze new financial/transactional request types, interpret trade requests to action them, obtain proper documentation and authorization, handle account set ups and modifications, review daily reconciliation reports, handle routine cleanup reports, assist with special projects, participate in User Acceptance Testing
Seniority
Entry-level to Junior, hands-on IC
