Operations Analyst Full-time Job

The Operations Analyst is a is primarily responsible for the day-to-day maintenance and the accuracy of client accounts for trading within the portfolio management systems & client reporting.

 

Key deliverables

 

Operations. Data management. Collaboration Optimization.

• Primary operational contact for teams directly servicing & supporting clients.

• Execute operational activities ensuring internal control structures and oversight are in place for data integrity.

• Implement reconciliations as an operational control of processes, audit requirements and data integrity.

• Action data, error, and troubleshooting investigations through to resolution. Ensure that solutions that are put in place to mitigate future occurrences are executed on.

• Collaborate to ensure client data issues are identified and addressed in a timely manner.

• Test data throughout vendor system changes and ensure the client impact is fully documented.

• Create and keep standard operating procedures up to date.

• Collaborate with the PM’s & Client Service Managers to ensure we are addressing client data concerns

• Generate store quarterly client reports, year end tax packages (quarterly & annually) and additional reports upon request.

• Update procedures and develop new ones for optimal client experience from a data access and accuracy standpoint.

• Troubleshoot, data output and reporting deficiencies and errors.

• Be a super user for all applications to be able to provide training and support to new and current operations team members.

• Support with various projects to ensure overall success of operations.

 

Successful incumbent

 

Client centric focus. Support the delivery of outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise.

Data skilled & analytically savvy. Demonstrated comfort with the effective & efficient optimization of data & relationships while practicing proactive data management in a highly focused environment.

Collaborative. Demonstrated ability to build and maintain effective relationships to accomplish both individual and team goals aligned with the strategic direction of CWB.

Optimizer. Commitment to working within and contributing to continuous improvement of defined processes & service delivery.

Organizer & time management expert. You have the knack to effectively manage several priorities simultaneously in a high volume, fast paced, team-oriented environment with a keen eye for accurate details.

Problem solving. You approach work with a sense of wonder, learning how to adapt and solve problems utilizing your analytical and reasoning skills – making sound decisions, relying on your confidence to assess complex scenarios.

A true #tealmate. Live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. Respect the code: OneCWB Growing Together.

 

Core knowledge requirements

• Post Secondary degree in accounting, finance or business – equivalent experience considered.

• Canadian Securities Course completion or equivalent would be an asset.

 

Demonstrated experience

• Three plus years experience in wealth management or the investment industry.

With roots going back to 1939, our founders pioneered the concept of financial health in Canada through comprehensive financial planning and professional investment management. Their spirit of innovation remains in the proactive, client-focused expertise we bring to families and business owners from coast to coast, in English and French. Our clients are more than just a number. Knowing them by their first names and unique aspirations means our relationships thrive for decades.