Administrator Operations (12 Months Contract)
Core
Review and approve documentation for estate transfers or liquidations, assist client-facing teams with inquiries, and maintain operational procedures for capital markets.
Role type
Operations Administrator (Estate Transfers & Liquidations)
Builds
Operational procedures and compliance controls for estate transfers/liquidations
Domain
Financial Services / Capital Markets
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Documentation review, regulatory compliance knowledge, statistical reporting, process improvement, risk control implementation, client inquiry handling
Preferred skills
Financial services industry experience, Canadian Securities Course certification
Technologies
Microsoft Office, Google Suite
Responsibilities
Review and approve documentation for estate transfers or liquidations, assist client-facing teams with written or telephone inquiries, maintain and submit monthly statistics for fees, keep operational procedures up-to-date, strengthen risk framework as first line of defense, streamline process flows to add value for clients and shareholders
Seniority
Junior to Mid-level, hands-on IC