Quality Control Administrator

What is the opportunity?

In this role you will be responsible for performing quality control for all financial and non-financial transactions that flow to the Quality Control work basket with a high level of accuracy for Mutual Funds, Segregated Funds and Pooled Funds for various account types including CASH, RRSP, TFSA, Income Fund and RESP.

What will you do?

• Quality control review of all trading and account data input on recordkeeping system
• Review various types of mutual and pooled fund investor transactions for errors from internal processing
• Review reports of trade rejections and provide explanation to internal partners as required
• Report errors, trade rejections and electronic transfer of funds issues within the internal database to capture data for reporting purposes
• Ensuring knowledge of client specific and departmental requirements are current
• Communicating effectively with all teams to establish relationships based on enhancing the overall client experience
• Supporting and assisting other members of the department as required during absences or periods of higher volumes
• Escalating to management issues that hinder meeting deadlines, impact client service; or have potential loss to the organization
• Message all accounts where unusual actions have occurred
• Audit Transactions, question procedures, suggest improvements to processes and give accurate feedback to team members to help reduce errors and ensure a high accuracy rate

What do you need to succeed?

Must-have

• Mutual Funds/Segregated Funds industry experience required.
• Highly motivated, detailed, and deadline orientated
• Strong team player, resolute for team's success
• Committed to 'First Time Right' quality initiative.
• Able to multi-task and prioritize with varied functions and workload.
• Ability to work overtime - during the week and on weekends.

Nice to Have

• Ability to communicate in French
• Knowledge of Unitrax record keeping system preferred.
• Understanding of registered products desired
• Experience in an imaging/workflow environment an asset.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
• Working with an exciting, close-knit, supportive & dynamic group
• Opportunity to collaborate with other business segments within the bank
• Excellent career development and progression opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation

Job Skills

Additional Job Details