Administrator Investment Counsellor Services

Administrator Investment Counsellor Services

Requirements

• Strong working knowledge/experience in the financial services industry, specifically in custody and ICS client segment
• Demonstrated ability to work successfully in a fast-paced environment
• Proven client service skills
• Issues escalation and resolution skills
• Ability to communicate effectively with stakeholders
• Solid organizational and time management skills
• Detailed oriented
• Proficiency in MS Office including experience using Excel macros

Responsibilities

• Ensure timely and accurate acceptance, validation and preparation of client instructions before delivering to Cash Processing Teams
• Create, review and, where needed, update desk operating procedures and identify and resolve reoccurring problems to ensure corrective actions and proper procedures are put in place
• Ensure compliance with all policies and procedures currently in place, and identify any gaps in processes that might increase risk and highlight to management for remediation
• Ensure second level review is completed on identified processes within the team and issues or potential problems are immediately escalated to management for resolution
• Develop an understanding of assigned clients and their unique requirements, processes and structures and ensure continuity of client service by providing colleagues with ongoing cross-training on accounts and bespoke processes
• Share knowledge with team members to assist in the resolution of more complex problems
• Contribute to the success of the department by supporting and assisting other team members in meeting daily deliverables
• Validate client instructions against pension plan specific processes and procedures and identify instructions that fall out of normal scope for escalation

Preferred Qualifications

No preferred qualifications provided.